Mutual Funds

Mutual Funds | Credit: rawpixel on Unsplash

Does not include financial advisors and planners; banks and credit unions

Restored & Protected Environment

Required

  • Active incorporation of Environmental criteria in portfolio development
  • Statement of environmental values on website
  • Use of a green office or facility, including resource reuse and maximum use of post-consumer recycled resources as well as maximum water and energy efficiency This includes storm water management if companies have access to the exterior of their buildings or property.

Preferred

  • Member or supporter of an organization, coalition, or network that works to improve environmental conditions nationally or globally

Social & Economic Justice

Required

  • Active incorporation of Social and Governance (ESG) criteria in portfolio development
  • Statement of social values on website

Preferred

  • Member or supporter of an organization, coalition, or network that works to improve social conditions nationally or globally
  • Evidence of leadership on one ESG issue