SharePower Responsible Investing

https://www.sharepowerresponsibleinvesting.com

About the Organization

SharePower Responsible Investing is a U.S.-based, advisor-owned financial services firm that provides socially responsible and ESG-integrated investment advisory services to individuals, families, small businesses and nonprofits. The organization emphasizes values-based portfolio screening, shareholder advocacy, and community investing and states a mission of aligning clients' financial goals with social and environmental objectives.

Policy Goals

Typically supports policies and regulatory approaches that advance responsible investing and sustainable finance, stronger corporate governance and shareholder rights, greater ESG and sustainability disclosure requirements for issuers, fiduciary standards that permit consideration of ESG factors, community investing and financial inclusion, and protections for human rights, labor and environmental standards in corporate operations and supply chains.

Funding

Primarily funded by client advisory and asset-management fees, brokerage and advisory service revenue generated from clients and member advisors.

Affiliates

Cambridge Investment Research (broker-dealer partnership), United Nations Global Compact (signatory/reporting participant), related responsible-investing networks and affiliated advisory practices (e.g., CapitalSRI/SharePower advisors)

Legal Structure

Private company (registered investment advisory/financial advisory coalition)

Supporting Bills

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