Can Progress meet the requirements of a socially responsible investment mandate?
Yes. Progress believes in doing well by doing good. We can build socially responsible investment programs to fit each client’s specific objectives, and we currently manage portfolios to fit client-specified socially responsible guidelines. Our process not only allows for screening out ineligible investments based on a client’s criteria, but also can be inclusive in selecting investments that promote the social objectives a client wishes to support — investments in companies that seek to promote a healthy environment, for example.
