High quality equities have been systematically underpriced, both in the US and globally, for decades

•“Quality” defined quantitatively as a combination of profitability, growth, safety and payout

 •ESG considerations are additive (and in some cases orthogonal) indicators of quality

SUSTAINABLE LEADERS STRATEGIES

•Proprietary research creating enhanced data across key ESG and financial metrics

•Conviction selections and concentrated portfolio offerings

•Research driven approach to design top performing investment indexes

•Factor Tilt offerings that provides improved risk adjusted returns in volatile markets

MARKET SOLUTIONS FOR PROPRIETARY INDEXES

•Factor Tilt investment offerings serving the retirement market

•Index and intelligent beta ETFs based on proprietary research

•Design customized indexes for institutions based on Sustainable Leaders’ research