Supply Chain
Advisors/Planners
Baseline Standards
- Member of FAFN, US SIF or PAM
- Clear and detailed description of SRI strategies made available to clients, including screening, community investing, and shareholder action
Preferences
- Description of SRI strategies is part of marketing materials
Resources
Bank or Credit Unions
Baseline Standards
- Federally certified CDFI
- Member of National Federation of Community Development Credit Unions OR Community Development Bankers Association
- Clear policy on clients served, social and environmental mission and how its implemented
- “High” rank with National Community Investment Fund
Loan Funds
Baseline Standards
- Member of Opportunity Finance Network, US SIF, or federally certified CDFI
Money Managers
Baseline Standards
- US SIF membership
- Clear mention of ‘ethical’ or sustainability on website
Preferences
- Majority of clients invest green
- Have a shareholder engagement strategy
Mutual Funds
Baseline Standards
- Engagement in screening on ESG issues
- US SIF membership
- Community investing and shareholder engagement
Resources
Venture Capital
Baseline Standards
- Member of US SIF or Community Development Venture Capital Alliance
Resources
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