Membership Categories
Institutions with SRI Assets Under Management (AUM)
Membership dues: $690 - $26,250 per year, based on the firm's AUM
For investment managers, including mutual fund companies. Your firm’s dues are based on the assets under management in SRI or ESG investing. If your firm has no assets under management based in the United States, dues are $690.
| AUM | Annual Dues |
| First $25 million | $45 per million |
| Next $75 million | $28.25 per million |
| Next $150 million | $22.50 per million |
| Next $750 million | $11.25 per million |
| Above $1 billion | $5.65 per million |
Example:
If your total AUM is $30 million, you would calculate your dues as follows:
25 x $45 = $1,125 (first $25 million)
5 x $28.25 = $141.25 (next $5 million)
Total dues: $1,266.25
Foundations, Endowments and Pensions Plans
Membership Dues: $690 - $26,250, based on institutional assets
For foundations, endowments, pension plans and other assets owners. Your institution’s dues are based on total assets.
| Assets | Annual Dues |
| Less than $25 million | $690 |
| $25 to $50 million | $1,000 |
| $50 to $100 million | $1,500 |
| $100 to $200 million | $2,175 |
| $200 to $500 million | $3,000 |
| $500 million to $1 billion | $4,050 |
| $1 to $2 billion | $5,500 |
| $2 to $5 billion | $7,400 |
| $5 to $10 billion | $10,000 |
| $10 to $20 billion | $13,500 |
| $20 to $50 billion | $18,000 |
| $50 to $100 billion | $24,500 |
| $100 billion and more | $26,250 |
SRI Service Providers (for profit)
Membership dues: $950 - $26,250, based on the firm's revenues.
For firms that offer SRI/ESG products and services such as research, investment consulting, proxy voting, and media and strategic planning services. Your firm’s dues are based on revenues from SRI/ESG services. If your firm generates no revenues within the United States, dues are $950.
| Revenue | Annual Dues |
| Less than $500,000 | $950 |
| $500,000 to $1 million | $1,500 |
| $1 to $2 million | $2,300 |
| $2 to $5 million | $4,075 |
| $5 to $10 million | $6,000 |
| $10 to $15 million | $8,125 |
| $15 to $20 million | $11,000 |
| $20 to $25 million | $15,000 |
| $25 to $30 million | $20,000 |
| $30 million and more | $26,250 |
Community Investing Institutions and SRI Banks and Credit Unions
Membership dues: $690 - $8,450, based on assets
For community development financial institutions, other community investing organizations, and SRI banking institutions. Dues are $690 for the first $50 million in assets, then $690 + $7.50 per million for assets of $50 million to $1 billion, with maximum dues of $8,450.
Membership for Non-Governmental Organizations
Membership dues: $690 - $1,200
For membership associations and other non-profit organizations that work to promote socially responsible investing and corporate social responsibility.
| Budget | Annual Dues |
| Less than $1.5 million | $690 |
| More than $1.5 million | $1,200 |
Individual Financial Professionals
Membership dues: $595 per year
For financial planners and advisors. (Membership benefits will be limited to you individually and will not extend to your firm or colleagues.)
Questions about any category above?
Please feel free to contact Zack Hasychak at 202-872-5304, or zacharyhasychak@socialinvest.org.
