Socially Responsible Investing (SRI)

Rock Point Advisors believes that a company’s long-term financial performance benefits from healthy and sustainable relationships with its constituents – customers, suppliers, employees, community, shareholders, and the environment.

Exclusionary and qualifying social screens are integrated into our process of examining potential investments. We create portfolios comprised of companies with outstanding environmental, social, and governance (ESG) profiles, companies that have demonstrated a growing commitment to corporate social responsibility, and companies that may be encouraged to do so through dialogue and advocacy efforts.

Exclusionary Screening

Companies that derive a significant portion of their revenues from weaponry, alcohol, tobacco, or gambling are automatically eliminated as investment candidates.

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