Rigel's SRI Small to Mid Cap Growth strategy is the unrestricted Small-Mid Cap Growth portfolio with an overlay of specific client SRI guidelines which comprise the final step of the process. We work with a variety of clients with a wide array of socially responsible goals, customizing the SRI portfolio to meet the specific client guidelines outlined in the investment policy. Utilizing KLD Socrates research, we are able to screen portfolios based on a number of guidelines with or without specific thresholds.

Our client service and investment teams work closely together to:

• monitor SRI portfolio in order to meet client needs
• keep SRI clients apprised of current restrictions as they relate to SRI guidelines