ECCF Adds New Socially Responsible Investment Portfolio

Many current and potential ECCF donors care as deeply about doing good with their investments as they do about doing good through granting. We’re pleased to announce that ECCF has a new Socially Responsible Investment (SRI) Portfolio to meet the needs of those donors. This option will be in addition to our current Diversified Portfolios held by Orgel Wealth Management.

The new SRI portfolio will focus on climate change, health and well-being, inclusion, resource management, and safety and security.

This portfolio wasn’t selected lightly. The Investment Committee sent out request for proposals as far away as Chicago and New York. After much research and deliberation, the Board of Trustees approved Morgan Stanley as the investment manager.  

Morgan Stanley has been a leader in this area for over 30 years, and its team has a rich history of experience and knowledge in the social investing industry. They provide environmentally and socially focused portfolios with competitive risk – adjusted returns  through a spectrum of investing, including thematic investing that focuses on things like climate action, data privacy and gender diversity.

With this new option, our donors will be able to do twice as much good by granting to nonprofits they care about from funds they feel good about.


If you'd like to learn more, you can email or call the ECCF office at (715) 552-3801.