Responsible Investing

Socially Responsible Investing (SRI), Impact Investing and ESG screens to fit your values

PRIAlign your investment philosophies with your core values without sacrificing quality investments - or your goals.

$23 trillion assets invested in sustainable strategies worldwide*

You’re focused on more than returns when it comes to the success of your investment portfolio - you want to ensure that your underlying investment decisions tie to your organization’s mission. Our qualitative approach to sustainable investing can help make that a reality.

Returns are important, as is the way your underlying investment decisions tie to your mission. But your financial goals don't need to be compromised to align your strategy with purpose. 

From concept to implementation, we’ll help you do more with your assets so that you can generate a positive social and environmental impact within your investment portfolio.

Investing with purpose

It has many names – sustainable investing, mission-related investing, impact investing, socially responsible investing, environmental, social and governance (ESG) – but investing with purpose is about consistency between your values and your investment strategy.

We vet investible universes, holdings and managers for you to ensure they demonstrate a commitment to the values you hold dear.

Do more with your assets

Implement sustainable investing through our custom methodologies:

  • Exclusive Screening - custom parameters to screen out exposures like fossil fuels, tobacco and weapons
  • ESG Factors - weighing portfolios with positive ESG valuation to see opportunities within specified parameters
  • Impact Investing - targeted investment opportunities aimed at providing positive and measurable social/environmental change

You'll get:

  • Diversified portfolios, the result of over 25 social screens
  • Customized socially or culturally responsible portfolios through separate accounts
  • Oversight to ensure the companies in your portfolio meet the appropriate standards
  • A dedicated research team, examining detailed analytics through a proprietary holdings database

Contact us to learn more about how we can help you enhance your investments, while maintaining a portfolio that reflects your organization’s goals and beliefs.

Find Out More

What are the different SRI and ESG strategies?

Read a brief Q&A with Mary Jane Bobyock, nonprofit director of our Institutional Advisory team.

Read the Q&A

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

*2016 Global Sustainable investment Review, Executive Summary