The fund seeks total return in the long term by investing in mid-and large-size companies in the United States.
The sub-adviser’s investment process combines two investment management strategies namely U.S. Core and Thematic Solutions.
U.S. Core is comprised of mid- to large-capitalization stocks with strong social and environmental profiles relative to their peers.
Thematic Solutions seeks to invest in solution-oriented sustainability leaders across the full market-capitalization spectrum.
Then the research team evaluates a company’s core business, environmental and social factors from a list of companies in the benchmark index.
The team also assesses how a company treats its key stakeholders, such as its customers, employees, suppliers, ecosystems, local, national and global communities, and/or investors.
Next, the team narrows the investable universe to a list of companies that create positive environmental and social outcomes for people and the planet while seeking competitive financial returns.
Then the manager constructs a diversified stock portfolio seeking long-term total return consistent with the promotion of universal human dignity and ecological sustainability.
The fund may have significant exposure to securities of issuers in the information technology, health care, consumer discretionary, communication service, and financial sectors.
However, the fund may exclude companies involved in certain lines of businesses such as weapons & firearms, nuclear, oil, natural gas, coal & uranium mining, for-profit prisons, tobacco, alcohol, and gambling.
The fund may invest in companies that demonstrate a commitment to sustainability solutions such as creating products that help accelerate the transition to a low-carbon future, contribute to the development of sustainable communities, ensure access to clean water, support more sustainable food systems, promote societal health and wellbeing, broaden financial inclusion, or bridge the digital divide and/or expand access to economic opportunity.
The fund has the flexibility to invest across all market capitalizations.
The fund seeks total return in the long term by investing in mid-and large-size companies outside the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team evaluates a company’s core business, environmental and social factors.
The team also assesses how a company treats its key stakeholders, such as its customers, employees, suppliers, ecosystems, local, national and global communities, and/or investors.
Next, the team narrows the investable universe to a list of companies that create positive environmental and social outcomes for people and the planet while seeking competitive financial returns.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The manager focuses on companies located in Europe, the Asia-Pacific region, and throughout the rest of the world.
Generally, the fund’s investments will be tied economically to at least 10 different countries other than the U.S.
Also, at least 40% of the fund’s net assets will be invested in companies tied economically to countries outside the U.S.
The fund invests in companies tied economically to developed market countries throughout the world, but may invest up to 10% of its net assets in securities of issuers tied economically to emerging market countries.
Additionally, the Fund may have significant exposure to securities of issuers tied economically to Japan, Switzerland, France and the United Kingdom.
The fund may have significant exposure to securities of issuers in the health care, industrial, financial, information technology and consumer discretionary sectors.
The fund has the flexibility to invest across all market capitalizations.
