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

Gender and inclusion policies
Women in leadership

Environmental Care

GHG emissions mitigation
Renewable energy
Water conservation

Human Rights Protection

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.

All investments involve risk, including the possible loss of principal. Promethos Capital is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines.
International investing involves additional risks, including social and political instability, economic developments, reduced regulation, market illiquidity, and market volatility, and currency exchange rate fluctuations.
ESG involves additional risks, including lower returns as a result of the foregoing of certain investment opportunities based on certain industries or ESG ratings.
Investors should carefully consider the Strategy’s investment objectives, risks, charges and expenses before making an investment decision. This and other information about the Strategy, including additional risks, are contained in the Prospectus, which can be obtained by contacting us.