Strategy Characteristics:

May 1, 2020
Position Size
5% Maximum
45 to 65
Active Share
Top 10 Holdings
Market Cap
Multi (Large & Mid)
Tracking Error

Portfolio Management

Ivka Kalus – Founder, CIO, Portfolio Manager

Diversified international investing with strong ESG characteristics

Investment Strategy

The 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 ex U.S. 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 27% 20% 35%
Women Executives 15% 15% 3%
Women in C Suite 16% 9% 78%
ESG Disclosure 49 40 23%
ISS Quality 4 5 25%
CDP 7 3 122%
S&P Global Env Rank 77 50 54%
Sustainalytics 22 50 57%
Scope 1 GHG/Sales 82 360 77%
Scope 2 GHG/Sales 36 62 41%
% Unionized 42% 47% -10%

All data as of September 30, 2021 unless otherwise noted.

Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility

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.