Great Lakes Funds

Funds Group: Great Lakes unds
Management Company: Great Lakes Advisors, LLC
Funds Affected: Great Lakes Large Cap Value Fund and Great Lakes Small Cap Opportunity Fund
Principal Sustainable Investment Strategies: ESG integration
Summary:
The adviser determines the size of each position (i.e., stocks owned by the Fund) by analyzing the trade-offs among a number of factors, including the investment attractiveness of each position, its estimated impact on the risk of the overall portfolio, the expected cost of trading, and an assessment of the material environmental, social, and governance (ESG) factors that may affect a company’s performance.

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