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First Affirmative Financial Network LLC (FAFN)

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First Affirmative Financial Network LLC (FAFN)

Overview:

First Affirmative understands that the ways we save, spend and invest can dramatically influence both the fabric and consciousness of society. We believe that in addition to the benefits of ownership, investors bear responsibility for the impact their money has in the world. We know that integrating money with values can be both prudent and profitable.

   We are asset managers with a long-term orientation, which our clients generally share.
   We create strategies for investors who want to avoid making big mistakes, not for those who are willing to take big risks in hopes of achieving outsized gains.
   We believe that a disciplined process of portfolio diversification can help mitigate the risk of investing in financial assets.
   We support strategic asset allocation as well as more active portfolio management strategies.
   We believe in periodic rebalancing-trimming positions that have done well, and reallocating to asset classes that have underperformed (a mechanism for "selling high and buying low").
   We provide every client with an Investment Policy Statement (IPS), which describes how the portfolio will be managed. We believe that adherence to the IPS in good times and bad is critically important, and we manage client accounts accordingly.
   We prefer to invest client assets with managers who have demonstrated a capability for integrating analysis of environmental, social, and governance (ESG) factors into the investment process.

Fiduciary duty is at the core of First Affirmative's approach. We follow an established investment management process consistent with strict standards of fiduciary care, and we recognize our fiduciary duty to manage investment expenses.

Vision:

We envision a world in which every child is safe, secure, and lives without fear. We work with money as a tool for transformation toward a socially just, truly sustainable future for all.

We believe:

   every person has a core set of values that governs his or her actions
   fair-minded people respect and tolerate the values and priorities of others, even when they differ from their own
   given an alternative, many thoughtful people choose not to profit from behavior in others that they find objectionable in themselves
   it is both prudent and rewarding to reflect personal values in financial and investment decisions
   aligning personal values and financial decision making can powerfully influence others and encourage behavior that enhances quality of life for all

We create and manage investment portfolios that align personal values and/or institutional mission with an investment strategy tailored to the specific needs and goals of each investor.

History:

A Sustainable Approach to Portfolio Management

Since 1988, First Affirmative has focused on serving the needs of green and responsible investors. By incorporating environmental, social, and governance (ESG) criteria into the investment process, we are able to design portfolios that align investors' values with their financial goals. First Affirmative's Sustainable Investment Solutions™ process places a heavy emphasis on diversification to mitigate market risks, finding the mix of investment assets with the highest probability of meeting each client's unique needs.
Industry Leadership

First Affirmative has been a leader in the sustainable and responsible investment industry for more than twenty years. We produce the annual SRI in the Rockies Conference, the premier annual gathering of investors and investment professionals who work to direct the flow of capital in more positive, healthy, transformative ways.

Clients benefit from our industry relationships and deep experience integrating extra-financial criteria into investment decision making. We have the experience, resources, and commitment to help you achieve your financial goals while putting your money to work in ways aimed at enhancing the common good.

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