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About Clean Yield Asset Management
Founded in 1984, Clean Yield is an SEC-registered investment and advisory firm working exclusively with social investors. Clean Yield's principals are professional money managers who have been with the firm from its beginnings.
We manage investment portfolios.
Some investors have the time and special skills to manage their own portfolios; many prefer to have their money managed by others. If you are in the latter group, and further, you care that your investments be aligned with your social conscience, Clean Yield may be a good choice for you. We buy and sell in stocks and bonds on your behalf for accounts starting at $1,000,000.
Your portfolio is tailored to your financial circumstances.
We work closely with each client to address her/his unique financial profile. Your portfolio manager at Clean Yield will take into account your current holdings, your attitude toward risk, your cash requirements, your tax situation, your retirement and estate plans, and other personal factors.
Our clients share our conviction that all investments have an ethical dimension.
Except in special circumstances, you will not hold shares in companies with poor social responsibility records. We research and screen such areas as environmental conduct, working conditions, human rights, employee and community relations, and animal rights. We avoid companies involved in nuclear energy, weapons, the military, tobacco or other health-endangering products, excessive executive compensation, and testing on animals when not required by law.
Your portfolio will reflect your social values.
Our clients represent a broad range of social values. They may, for instance, be particularly concerned about the advancement of women and minorities, or fair treatment of gays and lesbians, or animal rights, or alternative energy. In conjunction with financial considerations, we use screening criteria to ensure our clients' portfolios are consonant with their social values.
We actively promote positive social change.
In researching social and environmental responsibility, we engage key officials in looking closely at their company's record. These interactions invariably raise awareness; particularly in smaller firms, we sometimes see direct change in company policy.
Beyond dialogue, we work in support of "advocate" clients who use their ownership in a company to promote change. On your behalf, we can initiate proxy resolutions for shareholder votes on specific social issues. In the past, we've pushed for racial diversity on boards, for conducting annual public environmental audits, and for several other initiatives. Social proxies and annual meeting presentations often receive media attention and can have substantial impact on company policy.
