Samuel B. Jones

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.

Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).

Cabot-Wellington LLC (CW) is a single-family office headquartered in Boston, Massachusetts. The firm was founded in 1996 and is a dedicated resource for the Cabot family. They are owned by Cabot-Wellington Trust. CW provides investment management, recordkeeping, and other services to family members of Thomas D. Cabot and Virginia Wellington Cabot. The firm also administers or provides support for multiple philanthropic endeavors.

Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Asset Management Corp. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plano, Texas. Founded in 1986, the firm provides portfolio management services to individuals, high net worth-individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds and trust programs.

Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA.

Business for Social Responsibility, Inc. provides consulting services. The company offers CSR strategy & integration, environment, supply chain, and community engagement & development services. It has operations in Asia, Europe, and North America. The company was founded in 1992 and is headquartered in San Francisco, CA.

Pro Mujer, Inc. is a non profit organization, which engages in the provision of financial services for charity. The company was founded by Emerita Lynne Patterson and Carmen Velasco in 1990 and is headquartered in Manhasset, NY.

US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations.

The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC.

Arjuna Capital LLC is a registered independent wealth management firm headquartered in Durham, North Carolina. It was founded by Farnum Brown in 2015. The firm provides investment advisory and financial planning services to high net-worth individuals, families and foundations.

New Summit Investments LLC (New Summit Investments) is a private equity firm founded in 2016. The firm is headquartered in Manchester, Massachusetts.

Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Journey Tree, Inc. provides investment advice. The private company is based in Eugene, OR.

NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy.