Strategy Characteristics:
| Inception | January 31, 2020 |
| Benchmark | MSCI ACWI |
| Position Size | 5% Maximum |
| Holdings | 45 to 65 |
| Active Share | >90% |
| Sector | +/-5% |
| Region | +/-5% |
| Top 10 Holdings | 20%-30% |
| Market Cap | Multi (Large & Mid) |
| Tracking Error | 3%–5% |
| Beta | ~1.0 |
| Style | Core |
Portfolio Management
Ivka Kalus - Founder, CIO, Portfolio Manager
Diversified international investing with strong ESG characteristics
Investment Strategy
The Global strategy utilizes a sector and region neutral risk-controlled framework that seeks to provide long-term capital appreciation and excess returns relative to the MSCI ACWI Index. The portfolio invests in companies that exhibit attractive risk/return profiles and favorable ESG characteristics.
Intentionality Incorporated in the Portfolio
| Diversity & Inclusion | Environmental Care | Human Rights Protection |
|---|---|---|
| Gender and inclusion policies Women in leadership | GHG emissions mitigation Renewable energy Water conservation | Value & preservation of human life Protect community health |
 |  |  |
| Impact Results | Portfolio | Benchmark | % Better |
|---|---|---|---|
| Women on Boards | 31% | 22% | 38% |
| Women Executives | 24% | 19% | 26% |
| Women in C Suite | 22% | 9% | 144% |
| ESG Disclosure | 49 | 32 | 54% |
| ISS Quality | 3 | 5 | 33% |
| CDP | 7 | 3 | 109% |
| S&P Global Env Rank | 76 | 42 | 80% |
| Sustainalytics | 20 | 50 | 59% |
| Scope 1 GHG/Sales | 27 | 298 | 91% |
| Scope 2 GHG/Sales | 27 | 51 | 48% |
| % Unionized | 35% | 25% | 42% |
Source: Bloomberg
All data as of September 30, 2021 unless otherwise noted.