| NASDAQ (NMS) Exchange | United States Country |
The Adviser is an investment fund that prioritizes a sustainable investing approach, specifically focusing on companies poised to thrive from the shift towards a more sustainable economy. This entails incorporating environmental, social, and governance (ESG) factors into the portfolio construction process. The firm manages its portfolio by adhering to certain risk parameters in comparison to its benchmark, the Russell 1000 Index, which encompasses large-capitalization U.S. equity securities. This strategy reflects the Adviser's commitment to aligning investment decisions with sustainable development goals while targeting financial returns.
The Adviser specializes in offering investment products that are designed around the principles of sustainable investing. Below is a detailed explanation of its primary investment focus:
This fund primarily invests in large-capitalization U.S. equity securities that are believed to be well-positioned to benefit from the global transition towards a more sustainable economy. By integrating ESG analysis into the investment process, the fund aims to not only achieve financial return but also contribute positively to environmental and social outcomes. The fund maintains a minimum investment of 80% of its net assets in the equities it targets, under normal market conditions, thereby focusing strongly on sustainability-themed investments within the large-cap U.S. equity space.