The fund seeks capital appreciation by investing in large-size companies in the United States.
The investment process uses indexing techniques to replicate the performance of the underlying benchmark index, while incorporating socially responsible investing criteria.
The research team narrows the investable universe to a list of companies based on sales growth and earnings change.
The fund follows a Stewardship Investing style to assess potential investments for their ability to reflect core social values such as respecting the dignity and value of all people, building a world at peace and free from violence, demonstrating a concern for justice in a global society, exhibiting responsible management practices, supporting and involving communities, and practicing environmental stewardship.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
The fund seeks capital appreciation by investing in 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.
Additionally, the team integrates environmental, social and governance factors as part of its process.
Next, the research team focuses on securities of foreign companies organized under the laws of, headquartered in, or whose common equity securities are principally traded in countries outside the United States.
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 fund follows a Stewardship Investing style to assess potential investments for their ability to reflect core social values such as respecting the dignity and value of all people, and building a world at peace and free from violence.
Other factors in consideration would be demonstrating a concern for justice in a global society, exhibiting responsible management practices, supporting and involving communities, and practicing environmental stewardship.
The fund seeks to generate performance that reflects the performance of a broad representation of both foreign developed and emerging equity markets,
The fund seeks to maximize capital appreciation in the long term by investing in small-size companies in the United States.
The 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 invests in securities of issuers in its benchmark index.
In selecting securities for the portfolio, the research team utilizes optimization techniques, while seeking to replicate the characteristics of the index, including risk and return characteristics.
Also, the research team integrates environmental, social and governance factors as part of its process.
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 fund seeks to invest in companies aligned with the Stewardship Investing core values, such as respecting the dignity and value of all people, and building a world at peace and free from violence.
Other factors in consideration would be demonstrating a concern for justice in a global society, exhibiting responsible management practices, supporting and involving communities, and practicing environmental stewardship.
The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify potential investment opportunities.
The research team evaluates a company on the basis of valuation multiples such as book value, earnings, and sales.
The fund follows a Stewardship Investing style to assess potential investments for their ability to reflect core social values such as respecting the dignity and value of all people, building a world at peace and free from violence, demonstrating a concern for justice in a global society, exhibiting responsible management practices, supporting and involving communities, and practicing environmental stewardship.
The investment team also considers environmental, social and governance factors when assessing investment opportunities.
Typically, the fund invests a substantial portion of its net assets in securities of issuers in its benchmark index that exhibit the strongest value characteristics.