Corporate social responsibility
Driven by our nonprofit heritage, we are committed to having a positive impact on society and those who make a difference in the lives of others.
Diversity & inclusion
The power of our diverse team of professionals to help meet the needs of a wide range of people.
Committed to sustainability where we live and work.
Charlotte, NC Properties1
New York Properties2
Leading by example and holding ourselves accountable.
Putting participants at the center
Promoting greater transparency
A history of board diversity and inclusion
Seeking competitive returns while making a positive impact.
If a fund's investment strategy uses social criteria, it can exclude securities of certain issuers for non-financial reasons and may forgo some opportunities available to funds that do not use such criteria.