Impact Themes & Where We Are Today

• A focus solely on financial returns
• Involvement with alcohol, tobacco, mood enhancing drugs, gambling, pornography, military weapons, firearms, GMO food products, synthetic fertilizers, synthetic pesticides
• Employment of slave or indentured labor
• Adversely impacting wildlife, ecosystems, water quality and other environmental resources

All of our public portfolios are made in securities with the exclusionary and qualitative screens of the KLD 400 Social Index.

• Human Rights Protection
• Human Rights Expansion
• Conflict Resolution

DOCUMENTARY FILMS:

16 Shots
Anita
Athlete A
Audrie + Daisy
Bisbee ’17
Censored Voices
E-Team
The Feeling of Being Watched
The Hunting Ground
Immigration Nation
Insha’Allah Democracy
Jacinta
The Kingmaker
The Newburgh Sting
No Man’s Land
On the Record
Procession
Song of Lahore
True Conviction
Who is Dayani Cristal?
Won’t You Be My Neighbor

• Clean water and sanitation
• Food security
• Affordable housing
• Transportation
• Disease prevention and mitigation
• Health and wellness
• Poverty alleviation
• Employment generation
• Education

24 Hour Fitness
Longhorn Health Solutions
Silvernest
SJF Ventures IV
Turner-Agassi Educational Facilities II
UNICEF Bridge Fund
Vatican Challenge 2017

DOCUMENTARY FILMS:
American Promise
Bending the Arc
Bleed Out
The C Word
How to Survive a Plague
Love & Stuff
Night School
Remote Area Medical
The Overnighters
Unrest

• Solution oriented products and services
• Quality products
• Safe products
• Green products
• Natural foods
• Organic foods

Lovesac
New Ground Ventures
Renewal Fund 3
SunTree

DOCUMENTARY FILMS:
Bathtubs Over Broadway

• Clean energy
• Renewable energy
• Reduced dependence on non-renewable resources
• Climate change mitigation and adaptation
• Limited or reduced deforestation
• Sustainable agriculture
• Pollution prevention

Aravaipa Venture Fund
ImpactAssets
Nia Global Solutions
Renewal Fund 3
RSF PRI Fund
SJF Ventures IV
Vatican Challenge 2017

DOCUMENTARY FILMS:
Death by Design
How to Change the World
The Island President
Midway
Spaceship Earth
To the End

• Benefit corporations
• B-Lab certified
• Social entrepreneurship
• Conscious capitalism
• Mission oriented entities
• Sustainable business practices
• Commitment to social, racial and gender equity
• Commitment to diversity
• Corporate philanthropy
• Proxy voting
• Shareholder engagement
• Democratizing the field of impact investing

All of our public portfolios are made in securities with the exclusionary and qualitative screens of the KLD 400 Social Index.

Jubilee Partners
RSF Social Investment Note
Satori Capital SOF, Satori Alpha
US Trust Socially Innovative Investing Strategy

DOCUMENTARY FILMS:
Dear Mr. Brody

• Community development
• Urban renewal
• Sustainable communities

City Square Opportunity Center Loan
Real Estate Council Community Fund

DOCUMENTARY FILMS:
The Apollo
Detropia

• As an economic force
• In leadership roles
• In access to capital, financial services, insurance, critical information

Gamechanger Film Fund
LiftFund
Nia Global Solutions
Parity Portfolio
Plum Alley
Relevee Jewelry
US Trust Women & Girls Equality Strategy
People Fund Loan

DOCUMENTARY FILMS:
Ailey
Do I Sound Gay
Eagle Huntress
The Pearl
Step

• Information technology
• Transportation systems
• Community relations
• Community engagement
• Open media

New Ground Ventures
Ranger Wireless Solutions

DOCUMENTARY FILMS:
32 Sounds
Alive Inside
Divide and Conqueror
Fathom
The Fourth Estate
Our New President
Our Nixon
The Reagan Show
Television Event