US SIF
US SIF is a Washington, DC-based nonprofit membership organization and the leading US voice for sustainable investing, serving 200+ member organizations representing $5 trillion in AUM through research, education, advocacy, and the annual FORUM conference.
- Company typePrivate
- Founded1995
- HeadquartersWashington, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What US SIF does
US SIF: The Sustainable Investment Forum is a Washington, DC-based nonprofit membership organization (501(c)(3) supported by the US SIF Foundation) that serves as the leading industry voice advancing sustainable, responsible, and impact investing (SRI) in the United States. Founded in 1995 (with predecessor activity to 1981 via co-founder Joan Bavaria), the organization convenes 200+ member organizations representing $5 trillion in assets under management or advisement, spanning asset managers, asset owners, financial advisors, ESG data providers, community development financial institutions, and non-profits. Its core deliverables are a portfolio of research publications, educational programs, industry events, and data tools rather than a technology product platform.
The product portfolio centers on the biennial US Sustainable Investing Trends Report (now in its 30th year, tracking $6.6 trillion of US sustainable investing assets), the annual US SIF FORUM conference in Washington, DC, the Proxy Proposal Archive (7,200+ shareholder proposals at approximately 1,100 US companies, 2010-2024), the three-part Financial Advisor Roadmap Series developed with the College for Financial Planning, the Sustainable Indigenous Finance investor guide (with First Peoples Worldwide and ImpactARC), and the Fundamentals of Sustainable and Impact Investment course. SDGlabs.ai is a recent data-analysis partner supporting Trends Report production. The organization does not maintain a software platform, mobile app, or API.
US SIF operates a membership-based business model funded by annual subscription dues across tiered segments (asset managers, asset owners, service providers, community investing institutions/banks/credit unions, non-profits), supplemented by conference registration and sponsorship revenue (FORUM), paid educational courses and professional designations, and research publication revenue. Pricing is not publicly disclosed. The go-to-market is community- and relationship-led, leveraging the FORUM conference, thought-leadership content, and policy advocacy (including an annual Hill Day paired with FORUM 2026) to recruit and retain members. The organization is led by CEO Maria Lettini and a small leadership team including Head of Content & Development Jennifer Coombs.
US SIF firmographics
Firmographics- Name
- US SIF
- Legal name
- US SIF: The Sustainable Investment Forum
- Website
- https://ussif.org
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- US SIF is a Washington, DC-based nonprofit membership organization and the leading US voice for sustainable investing, serving 200+ member organizations representing $5 trillion in AUM through research, education, advocacy, and the annual FORUM conference.
- Ownership category
- akta.pro rank
US SIF industry classification
Industry- Product category
- Investment Industry Association / Sustainable Investing Membership Organization
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- ESG/SRI/Impact Mutual Funds (FSAAAEAI)
- akta.pro secondary industries
- Private Client/High-Net-Worth Advisory (FSAEAAAN), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Institutional Capacity Building & Training (Workforce/Systems Strengthening) (BPADAEAC)
Keywords
Where US SIF is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
US SIF business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Membership Dues: Annual membership fees from asset managers, asset owners, service providers, community investing institutions, banks, credit unions, and non-profit organizations. Members represent trillions in assets under management.
- Conference and Event Revenue: Annual US SIF FORUM conference with registration fees and sponsorships. The event brings together sustainable investment professionals for networking and education.
- Education and Training: Sustainable investing courses and guides for financial professionals, including the Fundamentals of Sustainable and Impact Investment training and the Financial Advisor Roadmap Series.
- Research Publications: Trends reports, research publications, and data resources including the biennial US Sustainable Investing Trends report and specialized investor guides.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset Management Firms |
| Subscription | Annual | Asset Owners |
| Subscription | Annual | Service Providers |
| Subscription | Annual | Community Investing Institutions, Banks and Credit Unions |
| Subscription | Annual | Non-Profit Organizations |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
US SIF product offering
Product offeringCore offering
US SIF is a nonprofit membership organization serving as the leading voice advancing sustainable, responsible and impact investment (SRI) in the US. It offers its 200+ member organizations—representing $5 trillion in assets under management or advisement—research publications, educational programs, an annual industry conference, the Proxy Proposal Archive database, policy advocacy, and professional development courses for financial advisors.
Product overview
US SIF is a membership-based organization serving as the leading voice for sustainable investing in the US, offering a portfolio of research publications, educational resources, industry events, and data tools. The core products include the annual US SIF FORUM conference, the US Sustainable Investing Trends Report (biennial research publication), the Proxy Proposal Archive (research database with shareholder proposal data from 2010-2024), the Financial Advisor Roadmap Series (three-part educational guide for advisors), the Sustainable Indigenous Finance Guide (research publication on Indigenous investment considerations), and membership programs. These offerings work together to advance sustainable investing through research, education, advocacy, and market transparency initiatives.
Differentiator
Problem solved
Functional benefit
Brands
- Trends Report: US SIF's flagship biennial research publication tracking sustainable investing assets and trends in the US market
- US SIF FORUM
- Proxy Proposal Archive
- Financial Advisor Roadmap Series
- Sustainable Indigenous Finance Initiative
- Joan Bavaria Award
Products and services
- US SIF Membership Program Membership network representing over 200 organizations across the capital markets value chain (investment managers, advisors, asset owners, data providers, community investing institutions, banks, credit unions, and non-profits) that collectively represent trillions in assets under management. Provides members with access to research, education, events, advocacy, and networking.
- US SIF FORUM (Annual Conference) Annual flagship conference held in Washington, DC bringing together 300+ sustainable investment professionals for networking, education, keynote speeches, and policy advocacy. Includes Hill Day advocacy component and registration fees plus sponsorship opportunities.
- US Sustainable Investing Trends Report Biennial flagship research publication providing comprehensive analysis of the US sustainable investing market. The 2025/2026 edition marks its 30th anniversary and analyzes $61.7 trillion in US market size with $6.6 trillion in identified sustainable investments.
- Proxy Proposal Archive Public-access database containing over 7,200 shareholder proposals filed at approximately 1,100 US companies between 2010-2024, with analytical reports and regulatory correspondence supporting stewardship and market transparency.
- Financial Advisor Roadmap Series Three-part educational guide for financial advisors, wealth managers, and planners on integrating ESG strategies. Part I covers sustainable investing foundations; Part II covers portfolio design and ESG data; Part III covers client engagement, advocacy, and networking.
- Sustainable Indigenous Finance Investor Guide First-of-its-kind investor guide developed with First Peoples Worldwide and ImpactARC to help investors integrate Indigenous knowledge, values, rights, and priorities into investment decision-making during the energy transition.
- Fundamentals of Sustainable and Impact Investment Course Professional training course offered in collaboration with the College for Financial Planning, providing the only professional services designation for sustainable investing in the United States.
Quantifiable outcome
- $6.6 trillion in US sustainable investing assets tracked and reported
- +3 more outcomes
Companies that use US SIF
Customer profileNamed customers13 records
Segments6 records
Ideal customer profiles5 records
US SIF technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
US SIF partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core, major and supporting.
- First Peoples WorldwidecoreFirst Peoples Worldwide collaborated with US SIF and ImpactARC to develop the 'Sustainable Indigenous Finance: Navigating the Energy Transition' investor guide. The partnership addresses Indigenous Peoples' rights and inclusion in sustainable finance, providing investors with frameworks to integrate Indigenous considerations into investment decision-making.
- ImpactARCcoreImpactARC co-developed the Sustainable Indigenous Finance investor guide with US SIF and First Peoples Worldwide. The sustainable finance consultancy provides analytical frameworks and expertise for integrating Indigenous considerations into investment processes.
- Trillium Asset ManagementcoreTrillium Asset Management co-presents the annual Joan Bavaria Award with US SIF. Both organizations were founded or co-founded by Joan Bavaria, carrying on her legacy in sustainable investing. The partnership recognizes sustainability champions who embody collaborative and innovative leadership.
- Ford FoundationmajorFord Foundation supports sustainable finance through its Mission Investments team. Margot Brandenburg from Ford Foundation received the 2026 Joan Bavaria Award for her work building critical market infrastructure including B Lab, SASB, and impact investment organizations.
- US SIF FoundationcoreThe US SIF Foundation is a 501(C)(3) organization that undertakes educational and research activities to advance US SIF's mission, including offering trainings for advisors and financial professionals on sustainable investing fundamentals.
- SDGlabs.aisupportingUS SIF partnered with SDGlabs.ai to analyze SEC disclosure Forms ADV and 13F, public websites, and survey responses for the 2025/2026 Trends Report.
- College for Financial PlanningsupportingUS SIF collaborated with the College for Financial Planning to offer the only professional services designation for sustainable investing in the United States.
- Boston Trust WaldensupportingTrends Report sponsor representing sustainable investment manager and US SIF member organization.
- Calvert Research and ManagementsupportingTrends Report sponsor and responsible investment strategy provider and US SIF member.
- ClearBridge InvestmentssupportingTrends Report sponsor and US SIF member organization in sustainable investing.
- Domini Impact InvestmentssupportingTrends Report sponsor and member organization focused on impact investing.
- G&A InstitutesupportingTrends Report sponsor providing sustainability reporting and disclosure tracking services.
- The Sustainability Group at Loring, Wolcott & CoolidgesupportingTrends Report sponsor and sustainable investing services provider.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
US SIF competitors and assessment
Company assessmentDirect peers
- UK Sustainable Investment and Finance Association (UKSIF): UKSIF is the UK analogue of US SIF — a membership association for sustainable and responsible investment professionals, providing research, policy advocacy, and networking. It is the most direct cross-border peer, operating in the same segment with the same trade-body model.
- Eurosif: Eurosif is the pan-European sustainable investment forum aggregating national SIFs across Europe. It produces the influential European SRI Study, the direct counterpart to US SIF's Trends Report, and co-coordinates GSIA-level market sizing.
- Global Sustainable Investment Alliance (GSIA): GSIA coordinates sustainable investment market sizing globally, with US SIF as the US member. It is a peer collaboration network rather than a competitor, but parallels US SIF's market-intelligence function at a global scale.
- Interfaith Center on Corporate Responsibility (ICCR): ICCR is a US coalition of faith- and values-based investors coordinating shareholder engagement and proxy proposals. It overlaps directly with US SIF's stewardship and proxy-preposal work and addresses a similar institutional investor base.
Broad incumbents
- Principles for Responsible Investment (PRI): PRI is a UN-backed UN-convened network of 5,000+ signatories implementing responsible investment principles. It is a broader incumbent in the same space — also serves asset managers and asset owners with stewardship frameworks — and overlaps with US SIF on policy advocacy and reporting.
- Ceres: Ceres is a US-based sustainability advocacy nonprofit working with institutional investors and companies on climate and capital-markets issues. While broader than US SIF (includes corporate engagement and policy), it competes for the same ESG advocacy and policy bandwidth from US institutional asset managers.
- CDP (Carbon Disclosure Project): CDP runs the global environmental disclosure platform used by investors and corporates. It is a broader incumbent in sustainability data and reporting — both a current US SIF member-adjacent service and a partial alternative for ESG data infrastructure US SIF depends on.
- B Lab (B Corporation): B Lab certifies B Corporations and operates global standards for responsible business. Ford Foundation's Margot Brandenburg (2026 Joan Bavaria Award recipient) helped build B Lab, and the organization intersects with US SIF's impact-investing and standards-setting work.
Emerging players
- ShareAction: ShareAction is a UK-based responsible investment advocacy and research NGO mobilizing investors on workforce, climate, and governance issues. It is an emerging peer with partial overlap in advocacy, research, and stewardship campaigns targeting institutional investors.
- As You Sow: As You Sow is a US nonprofit that promotes shareholder advocacy and corporate accountability through environmental and social resolutions. It overlaps with US SIF on US shareholder engagement, including proxy filing infrastructure, and serves a similar advisor/asset-owner audience.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
US SIF social profiles
Digital presenceUS SIF financial estimates
Financial estimateRevenue estimate
Valuation estimate
US SIF leadership team
Management profileNumber of profiles
Profiles3 records
US SIF subsidiaries and ownership
Company hierarchySubsidiaries1 record
US SIF funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
US SIF 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 US SIF
What does US SIF do?
US SIF is a nonprofit membership organization serving as the leading voice advancing sustainable, responsible and impact investment (SRI) in the US. It offers its 200+ member organizations—representing $5 trillion in assets under management or advisement—research publications, educational programs, an annual industry conference, the Proxy Proposal Archive database, policy advocacy, and professional development courses for financial advisors.
Is US SIF a public or private company?
US SIF is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was US SIF founded?
US SIF was founded in 1995. It employs 101 to 250 people.
Where is US SIF based?
US SIF is headquartered in Washington, United States, in the North America region.
How does US SIF make money?
Four revenue lines are on record. Membership Dues are the primary driver. The others are conference and Event Revenue, education and Training and research Publications.
Who are US SIF's main competitors?
Direct peers on record are UK Sustainable Investment and Finance Association (UKSIF), Eurosif, Global Sustainable Investment Alliance (GSIA) and Interfaith Center on Corporate Responsibility (ICCR). Broad incumbents are Principles for Responsible Investment (PRI), Ceres, CDP (Carbon Disclosure Project) and B Lab (B Corporation). Emerging players are ShareAction and As You Sow.
Does US SIF have an API?
No public API is recorded for US SIF.
What industry is US SIF in?
US SIF's product category is Investment Industry Association / Sustainable Investing Membership Organization. Its primary akta.pro industry code is FSAAAEAI, ESG/SRI/Impact Mutual Funds, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 525 and its SIC code is 8600.