Socially Responsible Investing 


We believe earnings drive stock prices. Therefore, we focus on companies that we believe will exceed consensus earnings estimates. We buy companies we believe have:
  • The ability to exceed consensus earnings estimates 
  • Stable to improving fundamentals 
  • Attractive valuations
  • Adherence to the stated socially responsible guidelines


Benchmark: S&P 500 Index

The objective of the Socially Responsible portfolio is to provide socially conscious clients with a core portfolio that adheres to their investment guidelines. The process begins by screening all existing Large Cap Core Advantage portfolio holdings through RiskMetrics. Securities identified as violating SRI criteria are eliminated and the resulting portfolio is analyzed versus Large Cap Core for any sector deviations. If the sector weights are not equal, substitute securities must be identified to bring the SRI portfolio in line with Large Cap Core. The identification of substitute securities is based on selecting the highest ranked stocks, using the base multi-factor model, currently held in Large Cap Value and Growth portfolios. If additional securities are needed to bring the sector weights in line, those ranked highest in the S&P 500 are considered. The portfolio is monitored for adherence to SRI guidelines and consistency with Large Cap Core.