Summary

• Socially responsible investing refers to the proactive screening of companies that meet predetermined social guidelines.
• The Fund excludes companies that derive 10% or more of their revenues from tobacco, cannabis, alcohol, gambling, or weapons production.
• This screen is relatively straightforward and transparent, incorporating a broad range of social criteria that have been utilized by asset owners for decades.

Socially Responsible Investing

Socially responsible investing (SRI) refers to the proactive screening of companies that meet predetermined social guidelines. Specifically, the Fund excludes companies that derive 10% or more of their revenues from tobacco, cannabis, alcohol, gambling, or weapons production. This screen is relatively straightforward and transparent, incorporating