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ESG Integration

Integration of environmental, social and governance (“ESG”) factors is an integral component of the overall assessment of an investment opportunity to enhance the risk-adjusted returns of the funds.

ESG Integration is:

Integrating the ESG factors into fundamental investment analysis to the extent that they are material to improving risk-adjusted investment performance. Integration of environmental, social and governance (“ESG”) factors is an integral component of the overall assessment of an investment opportunity to enhance the risk-adjusted returns of the funds.

ESG Integration Is NOT:

Socially-responsible investment (SRI):

a portfolio construction process that attempts to avoid investments in certain stocks or industries through negative screening to defined ethical guidelines.

NOR

Impact investing:

investing in projects or companies with the express goal of effecting mission-related social or environmental change.

ESG Factors