Social investment integrates personal values with investment decisions.
Today, social investors are commonly investing in a better environment and outstanding employers, while avoiding weapons and tobacco investments.
Seattle Portfolio Company closely follows socially conscious mutual funds and evaluates them from both a social and financial perspective. Seattle Portfolio Company integrates social investments into portfolios to a level that is commensurate with investor interest.
M. Allison Beezer, CFA, of Seattle Portfolio Company was the first investment professional to evaluate many major Northwest companies from a social perspective. She also has done extensive work in the social evaluation of other large American companies and mutual fund holdings. She has participated in campaigns to improve large American companies using shareholder activism.
Her national work on shareholder activism has been honored with recognition from both the Thomas Wales Foundation and GSBA.
