ESG/SRI

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: $16.12 million*
      Inception date: 6/1/1998

      The Workplace Equality strategy is an equity portfolio consisting of companies 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. The portfolio management team believes that investing in these types of companies enhances shareholder returns over the long run.

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

  • *Data as of June 30, 2020.