The Workplace Equality strategy provides investors with the opportunity to own publicly traded shares of corporations doing business in the U.S. with progressive workplace policies that treat all employees equally–-regardless of sexual orientation, gender, ethnicity, religion and other preferences.

  • Workplace Equality

    • AUM/AUA: $17.4 million*
      Inception date: 6/1/1998

      The Workplace Equality strategy is an equity portfolio that consists of companies that exhibit strong Environmental, Social and Governance (ESG) practices. The portfolio management team considers a candidate company’s ESG and workplace equality practices, in addition to its inclusionary hiring and promotion policies, because it believes these traits can enhance a company’s growth trajectory, long-term financial success and ability to pay a dividend.

      This strategy is available as a separate account and a mutual fund.

  • *Data as of June 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19.