Socially responsible investing

Clients of Delaware Investments can invest capital in a manner that reflects ethical and social concerns that may be either personal or organizational.

The Delaware Investments approach

With more than 13 years of experience managing separate accounts that incorporate social screens, Delaware Investments has excelled at facilitating the elimination of investments in specific types of companies. Organizations that want their investments to reflect their values have entrusted nearly $3 billion to our socially screened portfolios.

We maintain a dedicated investment and client service team to help clients achieve their socially responsible investment goals.

Delaware Investments professionals have long been active in such groups as the:

  • Social Investments Forum
  • National Association for Treasurers of Religious Institutes
  • New York Society of Securities Analysts

Socially responsible equity portfolio investment process

  • Begins with a universe of 1,000 companies
  • Delaware Investments works with each client to tailor a set of investment guidelines corresponding to their values
  • Any combination of several social screens are then applied to narrow the universe. Typical screens include:
    • Tobacco
    • Gambling
    • Alcohol
    • Labor
    • Animal welfare
    • Weapons
    • Environment
    • Human rights
    • Birth control and abortion

Social screens are defined by external consulting firms who research and monitor the business practices of many companies.

Because of the increased success that SRI has enjoyed, socially responsible investors now include:

  • Universities
  • Public retirement plans
  • Nonprofit organizations
  • Religious organizations
  • Endowments
  • Insurance companies
  • Defined contribution plans
  • Foundations
  • Hospitals

Services

Chris McCarthy

Christopher McCarthy, CFA

Senior Vice President — Financial Institutions Sales
Phone: 603 437-7560
E-mail: chris.mccarthy@delinvest.com

Gregg Erdman

Gregg E. Erdman, CIMA®

Senior Vice President — Institutional Sales and Client Services
Phone: 215 255-8644
E-mail: gregg.erdman@delinvest.com


Shaun Patel

Shaun B. Patel, CIMA®

Assistant Vice President — Institutional Sales and Consultant Relations
Phone: 215 255-8854
E-mail: shaun.patel@delinvest.com

Trevor Blum

Trevor M. Blum, CFA

Senior Vice President — Institutional Consultant Relations and Sales, West Coast
Phone: 503 471-1387
E-mail: trevor.blum@delinvest.com


Matt Schmelzer

Matthew E. Schmelzer, CFA

Vice President — Institutional Consultant Relations and Sales, West Coast
Phone: 215 498-2172
E-mail: matt.schmelzer@delinvest.com