About First Affirmative Financial Network
First Affirmative Financial Network: Empowering Advisors to Help Clients Achieve Financial and Impact Goals
First Affirmative Financial Network is a leading investment advisory firm that specializes in sustainable, responsible, and impact (SRI) investing. The company was founded in 1988 with the mission of aligning investors' financial goals with their values. Today, First Affirmative serves over 150 independent financial advisors across the United States who share this mission.
One of First Affirmative's key strengths is its proprietary AffirmativESG platform. This platform enables advisors to help their clients assess their financial and impact goals through the socially responsible filters of their choice. ESG stands for environmental, social, and governance factors that are increasingly important to investors who want to make a positive difference in the world while achieving competitive returns.
The AffirmativESG platform provides access to a wide range of SRI investment options that meet rigorous standards for sustainability and impact. These options include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments such as private equity and real estate.
First Affirmative's team of experienced professionals provides comprehensive support to advisors who use the AffirmativESG platform. This support includes training on SRI investing strategies, marketing materials for client education, portfolio analysis tools, compliance oversight, and ongoing updates on industry trends.
In addition to its focus on SRI investing solutions for individual clients, First Affirmative also offers institutional consulting services for foundations, endowments, pension plans, and other organizations seeking to align their investments with their missions.
One example of First Affirmative's leadership in this area is its work with universities across the country. The company has helped many colleges and universities create sustainable investment policies that reflect their values while meeting fiduciary responsibilities.
Another area where First Affirmative has made an impact is shareholder advocacy. The company actively engages with companies held in client portfolios on issues such as climate change risk management, diversity & inclusion policies at board level etc., human rights abuses etc., using shareholder resolutions or direct engagement meetings which have resulted into significant changes within companies over time.
Overall ,First affirmative’s commitment towards creating positive social change through sustainable investing has been recognized by various awards including being named one among B Corp Best For The World Honorees multiple times since 2012.
In conclusion , if you are an advisor looking for innovative ways to help your clients achieve both financial success as well as making a positive difference in society then look no further than First affirmative’s proprietary ESG Platform which can provide you access not only access but also guidance towards incorporating Sustainable Investing into your practice .