SOC Investment Group
- Company typePrivate
- Founded2006
- HeadquartersWashington, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
SOC Investment Group firmographics
Firmographics- Name
- SOC Investment Group
- Legal name
- SOC Investment Group
- Website
- https://socinvestmentgroup.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
SOC Investment Group industry classification
Industry- Product category
- Shareholder Advocacy Services
- NAICS
- Portfolio Management and Investment Advice (523940), Social Advocacy Organizations (8133)
- SIC
- Investment Advice (6282), Services-Membership Organizations (8600)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industries
- Private Foundations (BPAGAKAA), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
Keywords
Where SOC Investment Group is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SOC Investment Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Marketing channels4 records
SOC Investment Group product offering
Product offeringCore offering
SOC Investment Group provides shareholder advocacy and active ownership services on behalf of union pension funds, engaging with public companies on corporate governance, labor rights, executive compensation, and racial equity issues. Its deliverables include direct board engagement letters, shareholder proposals filed at corporate annual meetings, regulatory submissions to agencies such as the SEC, and research reports supporting its advocacy positions. Services are provided without charge to affiliated pension funds and are funded through the Strategic Organizing Center (SOC) union coalition.
Product overview
SOC Investment Group (formerly CtW Investment Group) is a shareholder advocacy and investment advisory firm that provides engagement services to union pension funds. The firm operates through a combination of board letters, regulatory submissions, shareholder proposals, and research reports. Their service offerings include direct corporate engagement, policy advocacy with regulators, and investor education through webinars. The firm focuses on corporate governance reform, labor rights, executive compensation oversight, and racial equity issues.
Differentiator
Problem solved
Functional benefit
Products and services
- Shareholder Engagement Services
Companies that use SOC Investment Group
Customer profileSegments2 records
Ideal customer profiles2 records
SOC Investment Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
SOC Investment Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Strategic Organizing Center (SOC)coreSOC Investment Group works with pension funds sponsored by unions affiliated with the Strategic Organizing Center (SOC), a coalition of unions representing more than two million members. The SOC Investment Group (formerly CtW Investment Group) was founded in February 2006 and enhances long-term shareholder returns through active ownership on behalf of these union pension funds.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
SOC Investment Group competitors and assessment
Company assessmentDirect peers
- Interfaith Center on Corporate Responsibility (ICCR): Coalition of faith- and values-based institutional investors that coordinate shareholder proposals on governance, labor, climate, and human rights — the closest functional analogue to SOC Investment Group's pension-fund-driven advocacy model.
- Mercy Investment Services: Sisters of Mercy-sponsored investment arm that conducts shareholder advocacy and co-files labor and social proposals — explicitly named alongside SOC Investment Group in joint shareholder filings (e.g., Walmart).
- As You Sow: Nonprofit foundation that coordinates institutional shareholder proposals on environmental, social, and governance topics including labor and human capital issues, and frequently co-files with labor-aligned investors.
- Arjuna Capital: Mission-driven investment firm that files shareholder proposals on executive pay, racial equity, and climate — comparable engagement style and direct proposal workflow to SOC IG.
- Trillium Asset Management: ESG-focused investment manager that integrates shareholder engagement and proxy voting with portfolio management — parallels SOC IG's combination of investment alignment and active ownership.
- AFL-CIO Office of Investment: Labor-affiliated investor body that files shareholder proposals and engages companies on workers' capital issues — direct organizational analogue at federation scale.
- Unitarian Universalist Association (UUA) - Investing Unit: Faith-based institutional investor that files shareholder advocacy on social, governance, and labor issues; comparable mission-led model of proxy engagement.
Emerging players
- Green Century Capital Management: Mission-driven fund family focused on environmental and social shareholder advocacy; overlaps thematically with SOC IG but narrower mandate focused on sustainability.
Others
- Institutional Shareholder Services (ISS): Dominant proxy advisory firm whose voting recommendations shape outcomes on the very proposals SOC IG files — an enabling/adversarial infrastructure participant rather than a direct advocate.
- Glass Lewis: Proxy advisor whose voting policy framework codifies how labor and human capital proposals are received; comparable as ecosystem infrastructure rather than direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
SOC Investment Group social profiles
Digital presenceSOC Investment Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
SOC Investment Group leadership team
Management profileNumber of profiles
SOC Investment Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SOC Investment Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SOC Investment Group
What does SOC Investment Group do?
SOC Investment Group provides shareholder advocacy and active ownership services on behalf of union pension funds, engaging with public companies on corporate governance, labor rights, executive compensation, and racial equity issues. Its deliverables include direct board engagement letters, shareholder proposals filed at corporate annual meetings, regulatory submissions to agencies such as the SEC, and research reports supporting its advocacy positions. Services are provided without charge to affiliated pension funds and are funded through the Strategic Organizing Center (SOC) union coalition.
Is SOC Investment Group a public or private company?
SOC Investment Group is a private company. It is classified as unknown and is currently operating.
When was SOC Investment Group founded?
SOC Investment Group was founded in 2006. It employs 1 to 10 people.
Where is SOC Investment Group based?
SOC Investment Group is headquartered in Washington, United States, in the North America region.
Who are SOC Investment Group's main competitors?
Direct peers on record are Interfaith Center on Corporate Responsibility (ICCR), Mercy Investment Services, As You Sow, Arjuna Capital, Trillium Asset Management, AFL-CIO Office of Investment and Unitarian Universalist Association (UUA) - Investing Unit. Green Century Capital Management is listed as an emerging player. Others are Institutional Shareholder Services (ISS) and Glass Lewis.
Does SOC Investment Group have an API?
No public API is recorded for SOC Investment Group.
What industry is SOC Investment Group in?
SOC Investment Group's product category is Shareholder Advocacy Services. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of BPAGAKAA, Private Foundations. Its NAICS code is 523940 and its SIC code is 6282.