US SIF

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.

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

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

• Sustainable investment association
• ESG research publications
• Investment industry membership
• Shareholder engagement resources
• Sustainable finance education

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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.
2. 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.
3. 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.
4. Research Publications: Trends reports, research publications, and data resources including the biennial US Sustainable Investing Trends report and specialized investor guides.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core 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

Named customers13 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core, major and supporting.

• First Peoples WorldwidecoreStrategic or Co-development PartnerFirst 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.
• ImpactARCcoreStrategic or Co-development PartnerImpactARC 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 ManagementcoreStrategic or Co-development PartnerTrillium 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 FoundationmajorOthersFord 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 FoundationcoreStrategic or Co-development PartnerThe 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.aisupportingTechnology or IntegrationUS 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 PlanningsupportingStrategic or Co-development PartnerUS SIF collaborated with the College for Financial Planning to offer the only professional services designation for sustainable investing in the United States.
• Boston Trust WaldensupportingGTM or Marketing PartnerTrends Report sponsor representing sustainable investment manager and US SIF member organization.
• Calvert Research and ManagementsupportingGTM or Marketing PartnerTrends Report sponsor and responsible investment strategy provider and US SIF member.
• ClearBridge InvestmentssupportingGTM or Marketing PartnerTrends Report sponsor and US SIF member organization in sustainable investing.
• Domini Impact InvestmentssupportingGTM or Marketing PartnerTrends Report sponsor and member organization focused on impact investing.
• G&A InstitutesupportingGTM or Marketing PartnerTrends Report sponsor providing sustainability reporting and disclosure tracking services.
• The Sustainability Group at Loring, Wolcott & CoolidgesupportingGTM or Marketing PartnerTrends Report sponsor and sustainable investing services provider.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/followUSSIF
• Facebookfacebook.com/followUSSIF
• LinkedInlinkedin.com/company/us-sif

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about US SIF