At The Blue Fund, we work to identify those companies that stand up for progressive values - companies that are as committed to their people and their communities as they are to the environment or to human rights at home and abroad. We refer to such socially and politically responsible companies as "Blue Companies" because they both "act blue" and "give blue".
To create our portfolio, we examined the 500 companies in the S&P 500 to find those that meet or exceed our strict criteria for social and political responsibility. From this research, we created our list of Blue Companies.
Blue Companies are among the most innovative American companies and they can be found in virtually every market sector, including technology, financial services, consumer goods, healthcare, utilities and telecoms.
We regularly update the complete list of our holdings so that you can see which companies both "give blue" and "act blue."
Aligning our investments with our values is important - but so is designing investment products with the objective of providing competitive returns.
To do both, we first conducted extensive research on Blue Companies. To learn more about our research, please visit Blue Investment Management, the advisor to The Blue Fund.
