Socially Responsible Investing

Invest in ways reflective of your organization’s values

In response to the growing need for organization’s to balance their desire to invest in socially responsible ways without sacrificing diversification, SEI has developed a Socially Responsible Investment solution that allows for:

• Diversified portfolios of responsible companies - built as a result of over 25 social screens available though our partnership with KLD Research & Analytics, Inc (an independent investment research firm)

   

• Customization through separately managed accounts - screen out "individual stocks" or otherwise create "socially or culturally responsible" portfolios

   

• Oversight - ensuring the companies in your portfolios are maintaining the standards that justified their selection

   

• Affiliations with socially responsible organizations – SEI is a proud affiliate of the Interfaith Center on Corporate Responsibility (ICCR), the premier organization in furthering the overall corporate social responsibility movement.

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