UNEP FI / PRI

The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the private financial sector, advocating for "Principles for Responsible Investment," of which Smith Pierce is a proud signatory. 

 

Affiliations
Display # 
# Web Link
1   Link   Social K
Smith Pierce has partnered with Social(k) to provide a groundbreaking paperless retirement platform for 401(k) and profit sharing plans. Currently offering more than 2000 funds to choose from - included in these funds are approximately 150 Socially Responsible funds, Judeo Christian funds and traditional funds: with a breadth of styles ranging from actively managed funds, index funds and lifestyle funds.
2   Link   United Nations Environment Programme Finance Initiative (UNEP FI)
The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the private financial sector, advocating for "Principles for Responsible Investment," of which Smith Pierce is a proud signatory.
3   Link   Dow Jones Sustainability Indexes
Launched in 1999, the Dow Jones Sustainability Indexes are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide.
4   Link   Interactive Brokers Account Access
Interactive Brokers Account Access
5   Link   Gauge Your Asset Allocation
To gauge asset allocation based on personal input within an automated, interactive and immediate environment, click here and follow the prompts - you will be directed to an external website.
6   Link   Gauge Your Financial & Retirement Needs
To gauge your financial & retirement needs, click here, then click on the box to first fill in "Primary Client" information and continue to follow the prompts (other customizable interactive financial assessment tools can also be accessed from the base menus within those pages) - you will be directed to an external website.
7   Link   Bloomberg Environment
An information-services, news and media company that provides business and financial professionals with the tools and data they need on a single, all-inclusive platform.
Sustainable Investments...

seek to maximize monetary value by maximizing environmental and social values. 

This inclusion is not treated as a compromise at Smith Pierce, but rather as a potential for significant enhancement to all of the aforementioned objectives. 

That is why, everyday, our ideas and actions are making our SRI practice exceptional. SM

Social K

Smith Pierce has partnered with Social(k) to provide a groundbreaking paperless retirement platform for 401(k) and profit sharing plans. Currently offering more than 2000 funds to choose from - included in these funds are approximately 150 Socially Responsible funds, Judeo Christian funds and traditional funds: with a breadth of styles ranging from actively managed funds, index funds and lifestyle funds.

DJSI

Launched in 1999, the Dow Jones Sustainability Indexes are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide.