1919 Funds

    181

    Funds Group: 1919 Funds

    Management Company: 1919 Investment Council, LLC

    Funds Affected: 1919 Socially Responsive Balanced Fund

    Principal Sustainable Investment Strategy: ESG Integration, Exclusions

    Summary:
    The fund emphasizes companies that offer both attractive investment opportunities and demonstrate a positive awareness of their impact on the society in which they operate. The fund believes that there is a direct correlation between companies that demonstrate an acute awareness of their impact on the society within which they operate and companies that offer attractive long-term investment potential. The fund believes that actively addressing environmental and social issues can translate into sound business. The fund will use its best efforts to assess a company’s environmental and social performance. The adviser will monitor the related progress or deterioration of each company in which the fund invests.

    Socially responsive factors considered include fair and reasonable employment practices, contributions to the general well-being of the citizens of its host communities and countries and respect for human rights, efforts and strategies to minimize the negative impact of business activities and to preserve the earth’s ecological heritage and avoidance of investments in companies that manufacture nuclear weapons or other weapons of mass destruction, derive more than 5% of their revenue from the production of non-nuclear weaponry or derive more than 5% of their revenue from the production or sales of tobacco, or have significant direct exposure to fossil fuel real assets.