• Summit’s social responsible investing strategies combine exclusionary and/or advocacy tailored to individual and organizational standards, faiths and beliefs.
• Customized portfolio screening is based on ethical, moral and religious criteria.
• Our objective is to provide a sound business case for corporate executives to consider requested change.

Advantages

• Small exclusionary list of companies yields larger investment universe with higher return potential.
• Ownership creates access and opportunity to effect change

Issues/Working Groups

• Access to Health Care
• Water and Food
• Contract Supplier System
• Environmental Justice
• Corporate Governance
• Enabling Access to Capital
• Violence
• Promoting Human Rights
• Global Warming
• Pro-Life

View our SRI 100 Quarterly Report

View our Catholic Value Investment Brochure

To learn more about our shareholder advocacy program, click here.

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