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Money Managers

Money Managers

Money and Wealth Managers make investments on behalf of foundations and family offices. A growing number have dedicated expertise in Mission-Related Investing.

Aperio Group is the new benchmark in customized and after-tax indexing. Fueling an enlightened movement of efficient equity exposure, we unlock tax-losses to offset gains and align portfolios to investor values and unique perspectives. The investment landscape has evolved – and Aperio is leading the way.

Boston Common Asset Management focuses 

on selecting diversified portfolios of public company stocks in international and domestic

markets, in order to meet the investment needs of institutional and individual investors.  We analyze investment opportunities from a broader perspective, incorporating traditional assessments of growth, competitiveness, and profitability, with factors others often overlook.  These factors include environmental, social and governance drivers that can change the economic outlook of an investment , and of the market.  As shareowners, we actively engage companies to improve transparency and accountability, influencing corporate policies at the highest level.  It's an approach geared toward long-term sustainable growth - for your portfolio and for positive social change.

Clean Yield Asset Management is anSEC-registered investment advisory firm working exclusively with social investors. Since their founding in 1984, their goal has been to invest to promote a sustainable society while achieving competitive financial returns. Their hallmark is working closely with clients to ensure that they are responsive to clients' unique financial requirements and personal value. They are a member of the US SIF: The Forum for Sustainable and Responsible Investment, Green America, and the Slow Money Alliance. They are an affiliate member of the Interfaith Center for Corporate Responsibility.

Community Capital manages fixed income impact investing portfolios. The firm’s primary goal is to produce above-average, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment. Community Capital offers impact investors the opportunity to invest in its government-related, impact investing strategy via two products: the CRA Qualified Investment Fund or a separately managed account.  For more information, please visit us online at

EKO Asset Management is an investment management and advisory firm that develops and implements innovative approaches to financing conservation and environmental sustainability. EKO structures investment vehicles and advises on transactions related to carbon, fisheries, green infrastructure and water. The firm was founded by professionals with extensive experience in finance, banking, asset management, and environmental conservation.

MicroVest Capital Management is a for-profit investment firm headquartered in the Washington, DC area, managing a range of private funds.   Founded in 2003, MicroVest is 100% owned by four non-profits: CARE, MEDA, Cordes Foundation and Seed Capital Development Fund.  MicroVest aims to build capital markets that work for the world’s entrepreneurial poor, seeking sustainable solutions to poverty by facilitating the flow of international private capital to low-income finance institutions.  MicroVest believes that commercial investment is the best mechanism to try and provide accredited investors with uncorrelated risk-adjusted financial returns combined with a positive social impact.
RockefellerFinancial LogoRockefeller Financial is a leading investment and wealth-management firmserving successful individuals, families, family offices, foundations, endowments and other institutions. Rockefeller Financial traces its roots back to 1882, when John D. Rockefeller established an independent firm to manage his wealth. Today, we provide highly customized solutions across the spectrum of investment and wealth-management services.

Root Capital, a nonprofit social investment fund, grows rural prosperity by investing in small and growing agricultural businesses that build sustainable livelihoods in Africa and Latin America. They provide loans ranging from $50,000 to $2 million to rural small and growing businesses, especially those businesses not currently reached by commercial lenders. Most Root Capital loans can be categorized as Short-term trade credit and Pre-Harvest loans or Long-term fixed-asset loans. Root Capital’s lending supports sustainable environmental practices that protect rural ecosystems. Crops processed and marketed by Root Capital clients include shade-grown coffee and cocoa, farm-grown fruits and vegetables, and wild-harvested products such as shea nuts.

7th GenTrillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). We believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies. For investors seeking ethical and mission-related investing strategies, Trillium is a leader in shareholder advocacy and public policy work. Our goal is to deliver both impact and performance to our private and institutional investors.

Walden LogoWalden Asset Management has been a leader in socially responsive investing since 1975, managing our clients' assets to achieve their specific financial and environmental, social and governance (ESG) objectives. Walden is an active leader in shareholder engagement on dozens of ESG issues including climate change , political spending/lobbying, diversity, supply chain issues, governance reforms. We are proud to work with investors who seek wise stewardship of their assets and positive social impact.

At Zevin Asset Management, LLC, we believe that the best way to make money for our clients is not to lose it. Since no one can predict the future, our approach is to reduce risk by investing to minimize losses in a variety of possible poor markets. We are conscientious investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong and enduring companies. We are proud to compare the results we have achieved for our clients with this approach to investment managers that do not look at issues of sustainability when making investment decisions. We have a long history of constructing portfolios specifically designed to meet both the financial and social value needs of both families and foundations.