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Socially and Environmentally Responsible Investing


Put your money where your values are. Join a growing socially responsible investing (SRI) movement whose combined value is more than $8 trillion – representing nearly 23% of total assets under management in the United States. 

[Source: US Social Investment Forum, 2016 Report on Sustainable and Responsible Investing Trends]

Since 1987, Progressive Asset Management has helped investors across the country align their portfolios with their values.

SRI strategies consider corporate involvement in sustainability and environmental, social and governance (ESG) issues, including:

  • Environmental Policies and Practices

  • Fossil Fuels and Nuclear Power

  • Corporate Governance and Ethical Practices

  • Genetically Modified Organisms (GMOs)

  • Military Contracting and/or Nuclear Weapons

  • Sweatshops, Outsourcing, and Fair Labor Practices

  • Human Right and Equal Opportunity

  • Tobacco, Alcohol, Gambling and Adult Entertainment

  • Relationships with Repressive regimes

  • Animal Rights/Product Testing

  • And More - What's important to you?


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While finance fuels the global economy, investment decision-making does not sufficiently reflect environmental, social and corporate governance considerations.
– Ban Ki-moon, Secretary-General of the United Nations