Joe Keefe

Citizens' investment management process stems from the belief that good corporate citizenship can enhance company performance. Established on the premise that effective corporate citizens make for the most effective companies, Citizens serves institutional clients and retail investors by investing in companies that they believe are fundamentally strong and socially responsible. Every security in their portfolios is subject to proprietary research that examines fundamental and social factors that the firm believes affect a company's performance over time. Financial analysis is conducted in tandem with a thorough check of each company's management practices and record of corporate responsibility. Citizens' in-house research team examines specific variables seen as potentially contributing positively to investment performance or decreasing investment risk.

Impax Asset Management offers a well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long-term. The firm invests in companies and assets that they believe are well positioned to benefit from the transition to a more sustainable economy.

Acts as Open-End Investment Fund/Unit Trust

Exists as exchange Traded Fund

Acts as an Umbrella Fund

Provides investment services to listed equity and private equity funds

Functions as a College/University

Calvert Investments is a global leader in Responsible Investing. The firm offers an array of equity, bond, cash and asset allocation investment strategies. They seek to deliver long-term performance to their clients and enable them to achieve positive impact. Many of their strategies are based on integrated environmental, social and governance research (ESG). The firm's actively managed equity funds employ a research process that examines a company's fundamental financial performance and its ESG practices. Calvert targets companies with strong management teams, solid business practices and competitive long-term performance potential. Calvert and their sub-advisors manage a range of small-cap, mid-cap, large-cap, balanced and asset allocation investment options across diverse investment strategies. Their equity funds include domestic, international, sector and global investment strategies and styles. Calvert's fixed-income investment approach employs a relative-value strategy and a four-tiered management approach that includes monitoring the yield curve and sector and credit analysis.

Operates investment advisory association