Featured Clients
Progressive Asset Management (PAM) is the first independent full-service investment brokerage in the US to specialize in Socially Responsible Investing (SRI). PAM understands the global impact that can be made when investors use the power of the share to support economic, social and environmental transformation. PAM’s combination of social screening, shareholder advocacy and social purpose investing have allowed them to offer clients the opportunity to make socially responsible investment choices with proven financial performance.
PAM understands that the best long-term investments can be found in corporations that have woven social, environmental and corporate responsibility into the fabric of their organizations. They realize that greater potential liabilities exist for companies that overlook these important components – in fact, these liabilities may lead to sub-par financial performance.
PAM has been helping their clients to make socially responsible investments leading to strong financial returns since 1987. PAM creates a comprehensive investing plan for each client based on his or her values, standards and financial strategies using what they identify as the three pillars of socially and environmentally responsible investing: Social Screening; Shareholder Advocacy; and Social Purpose Investing.
Social Screening:
Progressive Asset Management provides their clients with proprietary social and environmental research services. They also maintain relationships with other providers of social research to give their clients a comprehensive social perspective on their current and potential financial investments. Their Social Screening Review Service offers hands on, personalized service covering most available investments you may want to invest in. Analyzing as many as 69 objective quantitative measures and just as many qualitative areas, they provide rigorous adherence to their client’s social and environmental standards.
Sharehold Advocacy:
Shareholder advocacy is a key tool investors may use to influence corporate decisionmaking at the highest levels. PAM helps clients file or co-file resolutions on a wide range of social issues at different companies. For those who just want to make sure they support social issue shareholder resolutions as they arise in their portfolio holdings, PAM offers our proprietary Shareholder Alert Service, which alerts clients to significant proxy issues they may vote on as shareowners.
Social Purpose Investing:
PAM provides their clients with a number of opportunities to invest in high-impact social investments supporting low-income housing, better nutrition and education, and micro-lending enterprises for disadvantaged people and their communities. PAM has teamed up with the Calvert Social Investment Foundation to create PAM Community Investment Notes. PAM Community Investments Notes are a powerful social investment program, professionally managed by the Calvert Social Investment Foundation, a pioneer in the field of community investing.
From time to time, Progressive Asset Management also raises private equity for high social impact private ventures. Previous offerings have been in the areas of wind energy,organic foods and gardening, low income housing, Fair Trade commerce, and SRI mutual funds.
For more information, please visit Progressive Asset Management.
