Socially Responsible Investing with SJS
Your Values, Your Mission, and Your Legacy Depend on Sound Investing
At SJS Investment Services, we can help align your investment management with your principles by building a socially responsible investment (SRI) portfolio. With a focus on both your returns and your values, we can tailor your portfolio to your financial obligations and responsible investing preferences.
Working with you, we will apply our decades of expertise to build and implement the SRI portfolio that strives to meet your return needs while upholding your principles.
*There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
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Our investment managers help create a well-diversified portfolio* that is strategically designed to emphasize market areas that may offer higher expected return potential. We also partner with leading firms to provide top-tier screening criteria and implementation.
Your portfolio will follow your SRI guidelines while helping to maximize diversification and manage costs, in whatever investment vehicle fits your needs. This may include:
Institutional-class mutual funds
Exchange traded funds (ETFs)
Separately managed accounts
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Where possible, our Registered Investment Advisory (RIA) firm can implement customized investment screens, such as social, environmental, and governance issues, to align your portfolio with your institution’s mission. Screens can be implemented at any level, such as company, industry, or sector, based on the issues you care about most, including:
Social: Faith-based, moral/ethical, diversity, human rights, labor relations
Environmental: Climate impact, sustainability, resource management
Governance: Management structure, compensation, disclosure
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If needed, the investment managers of your portfolio can engage with the companies on your behalf to promote business practices aligned for the common good by proxy voting and corporate engagement.
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SJS is here to support your efforts to establish SRI guidelines with sustainable planning and spending policies. We also can create or review your company’s Investment Policy Statement to help improve governance, both now and for the future.
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Serving Toledo and Northwest Ohio since 1995, SJS Investment Services manages dozens of SRI portfolios for a variety of clients. Notably, we have local investment advisors on staff with experience in shareholder activism. Our socially responsible investment experience has included:
Drafting investment policies that include SRI mandates
Applying retail and institutional-class mutual funds that comply with SRI guidelines
Collaborating with an institutional money manager on additional funds with SRI guideline screening, which has led to helping seed the newly launched screened mutual funds
Assisting clients who express a desire to actively vote their own proxies with drafting proxy voting guidelines and policies
Participating on a Separately Managed Account Advisory Council to co-think the best ways to build out custom SRI solutions to fit client needs
