Portfolio co-managers look for stocks of mid- to large cap companies that first meet their stringent financial criteria. Their social screens are applied to these stocks. Ideal investment candidates are companies that show leadership in the areas of the environment, workplace diversity, and employment. Other considerations are based on companies' record in other areas of concern, including public health, type of product, and corporate citizenship.

Mutual funds where the portfolio managers believe that sound practices in areas like employment and the environment can have a positive impact on a company’s bottom line. They look for companies that meet value investing criteria and also show a commitment to uphold or improve their standards of corporate citizenship.