Asset Management

The Social Choice Balanced investment strategy seeks a favorable long-term rate of return that reflects the investment performance of the financial markets while giving special consideration to certain social criteria.

The Social Choice Balanced investment strategy typically invests in a broadly diversified portfolio of domestic stocks (47%), foreign stocks (13%), and fixed-income securities (40%). In the case of equities and corporate bonds, the strategy invests only in companies that meet its screening criteria. Using specific environmental, social, and governance criteria, the evaluation process seeks out companies that are strong stewards of the environment; devoted to serving local communities and society in general; committed to high labor standards; dedicated to producing high-quality, safe products; and managed in an ethical manner.

Related Professionals

Stephen Liberatore

Stephen Liberatore 

CFA, Managing Director,
Global Public Markets

Anne Sapp

Anne Sapp

CFA, Managing Director,
Equity Investments

Jim Campagna

Jim Campagna

Senior Director,
Equity Investments

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