Socially Responsible Investing in Action

May 1, 2015 / by NEPC

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At NEPC, our clients frequently express interest in aligning their investments with their stated philosophy or set of beliefs, but implementation can be challenging. Some grapple with defining what it means to line up their investment strategy with a set of values. Others struggle to reach consensus on whether socially responsible investing conflicts with their fiduciary duty to grow assets. Many of those who do adopt a socially responsible investing framework have a difficult time fully integrating their value system into their investment program. Enter: the Unitarian Universalist Association. Few have an investment program where the mission is as thoroughly ingrained as it is at the UUA, an NEPC client for over 10 years.

Topics: Endowments & Foundations


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