ZVNBRGN Funds

    7

    Fund Complex: Zvnbrgn Funds
    Management Company: Zevenbergen Capital Investments LL
    Funds Affected: Zevenbergen Genea Fund and Zevenbergen Growth Fund
    Sustainable Investing Strategy: ESG Integration
    Summary:
    The adviser’s fundamental approach to stock selection (i.e., use of qualitative and quantitative analysis to identify overvalued and undervalued securities) naturally embeds consideration of material environmental, social, and governance (ESG) issues, as the firm believes companies with durable corporate governance and business practices, coupled with strong growth prospects, deliver compelling returns over time.

    The adviser believes ESG analysis is innate to its core research approach and helps the investment team form a clearer understanding of potential business benefits and risks. The investment strategy incorporates formal research review of company-specific ESG factors in the decision-making process. However, ESG evaluation of a particular company is not the primary factor for fund inclusion or exclusion.