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: $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.