Climate Change Data

Environmental Metrics

ESG Focus Areas

• Climate Change
• Diversity
• Social Equity
• Governance

Environmental Achievements

• Not disclosed

Social Achievements

• Not disclosed

Governance Achievements

• Not disclosed

Climate Goals & Targets

Environmental Challenges

• Lack of standardized ESG reporting and data comparability.
• Managing client expectations regarding the ability to fully align investments with their values and the speed of portfolio transitions.

Mitigation Strategies

• Providing clients with clear explanations of different ESG data providers and their methodologies.
• Educating clients on the limitations of sustainable investing and the importance of balancing financial goals with sustainability goals.
• Offering a range of sustainable investing products and strategies to accommodate diverse client needs and preferences.

Supply Chain Management

Supplier Audits: Not disclosed

Responsible Procurement

• Not disclosed

Climate-Related Risks & Opportunities

Physical Risks

• Not disclosed

Transition Risks

• Not disclosed

Opportunities

• Investing in companies addressing climate change

Reporting Standards

Frameworks Used: Null

Certifications: Null

Third-party Assurance: Not disclosed

UN Sustainable Development Goals

• Not disclosed

Not disclosed

Sustainable Products & Innovation

• Not disclosed

Awards & Recognition

• Not disclosed

Environmental Metrics

ESG Focus Areas

• Social
• Education
• Financial Literacy
• Disaster Relief

Social Achievements

• Contributed $435K to US and India charities through the Signature Impact program.
• Employees volunteered 4,340 hours for various causes.
• Donated $1M to organizations in operating communities, matched by employee donations exceeding $250K.
• Supported numerous organizations focused on education, financial literacy, and aiding those in need.
• Partnered with WeHero to increase virtual and in-person volunteer events.

Climate Goals & Targets

Supply Chain Management

Climate-Related Risks & Opportunities

Environmental Metrics

ESG Focus Areas

• Climate change
• Resource protection
• Diversity
• Community development

Environmental Achievements

• Portfolio companies contributed to 59% lower carbon emissions than the benchmark (CRSP US Large Cap Index) based on a $100,000 investment.
• Portfolio contributed to approximately 334 kWh of renewable energy produced annually (enough to power 11 homes per day).

Social Achievements

• 9% more exposure to companies with a higher percentage of women in the workforce, senior management, and on the board compared to the benchmark.
• Increased exposure to companies involved in education development, affordable housing, financial inclusion, or healthcare innovations.

Governance Achievements

• Portfolio achieved a 10% lower ESG Risk Rating compared to the benchmark, as assessed by Sustainalytics.

Climate Goals & Targets

Environmental Challenges

• Exposure to companies with ESG risks (e.g., controversies, involvement in controversial weapons, tobacco)
• Supply chain disruptions (implied by company exclusions)

Mitigation Strategies

• Portfolio excludes companies with known severe controversies and involvement in specific areas (e.g., controversial weapons, tobacco).
• Tilts portfolio towards companies focused on environmental and social solutions.

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: Sustainalytics