Shepherd Sterling Competitors

Calvert Research and Management is a leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact. Calvert Research and Management traces its roots to Calvert Investments, which was founded in 1976 and was the first to launch a socially responsible mutual fund that avoided investment in companies that did business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds. Calvert Research and Management is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. For important disclosure, please visit: www.calvert.com/social-media Calvert open-end mutual funds are distributed by Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110. Member FINRA / SIPC NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations. Managing assets of approximately $22 billion as of January 2026, Investure is responsible for asset allocation and manager selection in multiple asset classes including but not limited to fixed income, global public equities, and alternative investments (hedge funds and private equity). Investure is a fast-paced, high-energy, mission-driven organization where there is vast opportunity for learning.

Welcome to Natural Investments! If you're looking for ways to make money while helping to fund solutions to the social and environmental challenges of our time, you've come to the right place. We're committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. One of the original B Corps in the world, Natural Investments is a Public Benefit LLC and the first financial company in the nation to be owned by a perpetual purpose trust. The firm manages just under $2 billion for 1300 clients nationwide. Natural Investments combines the expertise and experience of 21 financial advisors nationwide, many of whom are experts in comprehensive financial planning. We've been leaders in the field of socially responsible, sustainable, and impact investing for 40 years, and have written three seminal books on the field: Investing from the Heart (Crown, 1992), Investing With Your Values: Making Money and Making a Difference (Bloomberg, 1999), and The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015). We're intimately familiar with all of the existing SRI stock and bond funds - and we have rated them using our proprietary Heart Rating, found on our website, since 1992. We are continually on the lookout for new investments that more closely align with our clients' values in the realms of racial and gender equity and ecological regeneration.