The fund seeks to maximize total return by investing in companies across any size outside 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 equity securities.

The team focuses on attractively-valued companies that int More

The fund seeks to maximize total return by investing in companies across any size outside 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 equity securities.

The team focuses on attractively-valued companies that integrate sustainability factors into the business model to build a competitive advantage.

Also, the team prefers companies whose products and services can create meaningful, intentional, verifiable and measurable impact on the society and the environment.

Next, the team favors companies that are aligned with the United Nations Sustainable Development Goals.

In selecting securities for the portfolio, the team employs both a positive and negative screening process.

The negative screening process will exclude from the fund’s portfolio securities with more than 5% of sales in industries such as alcohol, tobacco, defense, nuclear, gambling, and pornography.

The positive screening process identifies securities of companies that are fundamentally attractive with superior valuation characteristics.

In addition, the positive screening process focuses on companies that provide solutions to significant global challenges through the impact of their products and services.

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 may invest in issuers from both developed markets (including the United States) and emerging markets.

Also, the derivatives may invest in futures, forward currency agreements and equity participation notes.

The fund also may use futures contracts on equity securities and indices to gain market exposure on its uninvested cash.