Socially Responsible Investing

Objective

The strategy seeks long term capital appreciation while incorporating environmental, social, and governance (ESG) factors into the investment process.

What is the Socially Responsible Investing Strategy?
• Invests in companies that encourage corporate practices that promote stewardship, consumer protection, human rights, and diversity relative to their peers.

• Strategy avoids companies involved in promoting alcohol, tobacco, gambling, or who are in the defense industry.

Category

Core

Ticker

SRI

Inception

12/31/2017