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The Sub-fund's weighted carbon footprint score is better than that of the market index. | specific |
The Sub-fund's weighted carbon footprint is better than that of the general market index. | specific |
The MSCI All Country World Climate Paris Aligned Index is consistent with the low carbon sustainable investment objective of the Sub-fund. | specific |
The Sub-fund's carbon, water and waste footprint score is better than that of the general market index. | specific |
The Sub-fund promotes having a weighted average ESG score that is better than that of the general market index. | specific |
The Sub-fund's promotes having a weighted average ESG score that is better than that of the market index. | specific |
The Sub-fund's promotes having a weighted average ESG score that is better than that of the corporate bonds in the general market index. | specific |
The Sub-fund's carbon, water and waste footprint score per asset class/ sub-strategy is better than that of the applicable general market index. | specific |
The Sub-fund's weighted average ESG score is better than that of the Paris Aligned Benchmark. | specific |
The Sub-fund's weighted carbon footprint score is better than that of the Paris aligned benchmark. | specific |
The Sub-fund's weighted average ESG score per asset class/ sub strategy is better than that of the applicable general market index. | specific |
The Sub-fund's weighted average ESG score is better than that of the general market index. | specific |
The Sub-fund intends to contribute to the environmental objective of Climate Mitigation under the EU Taxonomy. | specific |
In addition, BFA will provide annual public reporting on the Fund’s progress in lowering greenhouse gas emissions/climate-positive investments over the previous year. | specific |
Principal Investment Strategies The Fund seeks to track the investment results of the MSCI ACWI Low Carbon Target Index (the “Underlying Indexâ€), which has been developed by MSCI Inc. (the “Index Provider†or “MSCIâ€). | specific |
Principal Investment Strategies The Fund seeks to track the investment results of the Bloomberg MSCI USD Green Bond Select Index (the “Underlying Indexâ€), which measures the performance of U.S. dollardenominated investment-grade (as determined by Bloomberg Index Services Limited, a subsidiary of Bloomberg Capital, Inc. (the “Index Provider†or “Bloombergâ€)) green bonds issued by U.S. and non-U.S. issuers to fund projects with direct environmental benefits. | specific |
Investment Objective Nuveen ESG Dividend ETF (the “Fundâ€) seeks to track the investment results, before fees and expenses, of the TIAA ESG USA High Dividend Yield Index (the “Indexâ€). | specific |
Objective The Sub-fund has as its sustainable investment objective to finance or re-finance in part or in full new and/or existing environmentally-friendly projects by investing in Green Bonds, while at the same time aiming to provide long term capital growth. | specific |
Sustainable investments that are not constituents of Paris-Aligned Benchmark, should all have a positive score on Robeco's SDG Framework. | specific |
Under the frameworks, ESG bond investments are assessed on (i) social safeguards the issuer respects international Human and Labor Rights, (ii) controversial behavior the issuer is not in violation of the UN Global Compact, and (iii) sanctions the issuer is not subject to international sanctions. | specific |
A part of the investments made by the Sub-fund contribute to the following environmental objectives of the Taxonomy regulation: • Sustainable use and protection of water and marine resources • Pollution prevention and control. | ambiguous |
Pursuant to the Principles, the investment adviser seeks to identify companies and other issuers that operate in a manner that is consistent with or promotes environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. | ambiguous |
The Sub-fund will invest in companies that foster resource-efficient business models with regard to the production and consumption of consumer goods aligned with circular economy principles, that actively contribute to the reduction of waste, develop material that can be reused or recycled, manage efficient logistics and waste management systems or promote an eco-friendly nutrition and lifestyle. | ambiguous |
The Underlying Index is comprised of companies that focus on offering products or services that contribute to a more environmentally sustainable economy by making a more efficient use of limited global natural resources. | ambiguous |
The portfolio managers seek to invest in companies that manage ESG risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. | ambiguous |
The Underlying Index is comprised primarily of companies whose technologies focus on the generation and use of cleaner energy, conservation and efficiency, and the advancement of renewable energy in general, as determined by the Index Provider. | ambiguous |
v The Fund will critically evaluate companies that significantly support governments that are under U.S. or international sanction for grave human rights abuses such as genocide or forced labor. | ambiguous |
Such investments will generally not be subject to responsible investment analysis and will not be required to be consistent with the responsible investment criteria otherwise applicable to investments made by the Fund, unless the Fund invests in an affiliated investment company that invests in high quality short-term instruments, and in selecting such investments, is guided by The Calvert Principles for Responsible Investment. | ambiguous |
The portfolio manager(s) seek to invest in companies that manage environmental, social and governance (“ESGâ€) risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. | ambiguous |
In addition to identifying companies with strong fundamental and technical factors through the use of traditional financial data, the model seeks to identify companies with the most favorable ESG characteristics using ESG data provided by Sustainalytics and ESG Consensus Scores developed and administered by OWL ESG. | ambiguous |
CRM seeks to include in the Index issuers that manage ESG risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. | ambiguous |
v The Fund will seek to avoid investing in companies that have significant and direct involvement in the manufacturing of alcoholic beverages or gambling. | ambiguous |
Larger companies with diversified businesses may be included in the Underlying Index, but only when they have significant exposure to clean or renewable energy, as determined by a proprietary methodology. | ambiguous |
About Responsible Investing Investment Selection Process CRM seeks to invest in issuers that manage ESG risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. | ambiguous |
CRM seeks to invest in issuers that manage ESG risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. | ambiguous |
• selecting companies with the potential for sustainable growth due to the development, advancement, and use of products and services that are furthering the transition to a lower carbon economy. | ambiguous |
The environmental objectives of the Sub-fund are attained by investing in companies with a low carbon footprint, in line with a low carbon scenario. | ambiguous |
As a responsible investor, Calvert Research and Management seeks to invest in companies and other issuers that provide positive leadership in the areas of their operations and overall activities that are material to improving long-term shareholder value and societal outcomes. | ambiguous |
The environmental objectives of the Sub-fund are attained by investing in companies with a low carbon footprint, in line with a low carbon scenario stipulated by the benchmark methodology. | ambiguous |
The Fund will seek to invest in companies with sustainable business models which have a strong consideration for ESG risks and opportunities. | ambiguous |
The inclusion of a company is based on meaningful exposure to clean energy with a company being required to have the primary part of its business activities focused on new energy innovation, with limited fossil fuel exposure absent an emphasis on decarbonization. | ambiguous |
In constructing and managing the Fund’s portfolio, BFA will evaluate certain environmental criteria of securities, including metrics related to carbon intensity and carbon emissions generated by the companies that issued those securities, utilizing proprietary BFA research. | ambiguous |
Principal Investment Strategies The Fund seeks to maximize total return by primarily investing in companies that BFA believes are furthering the transition to a lower carbon economy including themes such as sustainable energy, circular economy, future of transport and nutrition. | ambiguous |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS through ESG scoring methodologies using proprietary sustainability research and external resources which are built into the portfolio construction process. | ambiguous |
This is done through ESG scoring methodologies using proprietary sustainability research and external resources which are built into the portfolio construction process. | ambiguous |
The screening process evaluates a company’s financial performance and certain ESG performance factors assigned scores by the sub-adviser based on data provided by independent ESG research vendors. | ambiguous |
The Management Company may use its discretion to invest in companies or sectors not included in the Benchmark based upon opportunities found through fundamental or proprietary ESG research. | ambiguous |
The Fund seeks to maximize total return by investing in companies that BFA believes are furthering the transition to a lower carbon economy. | ambiguous |
In selecting investments for the Fund, the Sub-Adviser seeks companies that contribute to addressing one or more global sustainability challenges in their local and/or international markets. | ambiguous |
The Sub-fund promotes certain minimum environmental and social safeguards through applying exclusion criteria with regards to products and business practices that Robeco believes are detrimental to society and incompatible with sustainable investment strategies. | ambiguous |
Index rules generally exclude companies with significant activities in certain controversial businesses, including those involving alcohol, tobacco, nuclear power, gambling, and firearms and other weapons, among others. | ambiguous |
Stocks are selected primarily on the basis of fundamental research, utilizing the information provided by, and the expertise of, the investment adviser’s research staff and consideration of the responsible investing criteria described below. | ambiguous |
The Sub-fund will focus on investing in mid cap companies that are undervalued and combine attractive valuation with a catalyst for change. | ambiguous |
The Fund relies on the Index Provider for the identification of securities for inclusion in the Underlying Index that provide exposure to the environmental theme of “green buildingâ€, as set forth in the Underlying Index’s methodology. | ambiguous |
The Fund relies on the Index Provider for the identification of securities for inclusion in the Underlying Index that reflect the Environmental Impact Themes, as set forth in the Underlying Index’s methodology. | ambiguous |
A Further Discussion of Principal Investment Strategies Each Fund allocates and reallocates its assets among a combination of equity and bond index funds, including those that seek to maximize exposure to companies with higher environmental, social and governance (“ESGâ€) ratings as measured by MSCI, Inc. (“MSCIâ€), and money market funds (the “Underlying Fundsâ€) in proportions based on its own comprehensive investment strategy. | ambiguous |
While the Fund seeks to invest in companies with positive or favorable environmental and social characteristics, companies in the industrials sector may be adversely affected by liability for environmental damage and product liability claims. | ambiguous |
Under the JESG Index methodology, including for the Underlying Index, the Index Provider obtains ESG factor valuations for each sovereign issuer in the parent index from RepRisk and Sustainalytics, which are investment research providers dedicated to responsible investing and ESG research. | ambiguous |
The Sub-fund limits investing in companies with an elevated sustainability risk based on ESG risk scores whereas all such investments require separate approval of a dedicated committee that oversees that all investments are substantiated and eligible based on a fundamental review on the sustainability risk. 4. | ambiguous |
The Fund relies on the Index Provider for the identification of securities for inclusion in the Underlying Index that reflect the environmental theme of “green buildingâ€, as set forth in the Underlying Index’s methodology. | ambiguous |
The ESG investment screens also take into consideration Sustainalytics’ Global Standards Screening (“GSSâ€) data to exclude companies that cause, contribute or are linked to violations of international norms and standards. | ambiguous |
In accordance with its asset allocation strategy, the Fund will invest in Calvert income and equity funds that consider responsible investment criteria including environmental, social and governance (“ESGâ€) factors. | ambiguous |
The sustainable investments do no significant harm to any environmental or social sustainable investment objective by considering a principal adverse impact and aligning with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights. | ambiguous |
The Sub-fund makes sustainable investments with environmental objectives that do not qualify as Taxonomy aligned. | ambiguous |
The Sub-fund promotes certain minimum environmental and social standards and therefore applies exclusion criteria with regards to products and business practices that Robeco believes are detrimental to society and incompatible with sustainable investment strategies. | ambiguous |
The index is constructed by following a detailed exclusion list and by applying constraints to increase the weight of companies with climate transition opportunities and reduce the weight of companies exposed to climate transition risks. | ambiguous |
Objective The Sub-fund has as its sustainable investment objective to mitigate the water scarcity challenge and contribute to clean, safe and sustainable water supply by investing in companies active in the fields of distribution, treatment and quality monitoring of water that enable efficiency gains for more economical water use, more and better waste water treatment and improved water infrastructure and quality. | ambiguous |
Climate aware companies are those that FMR believes are working to address climate change or its impacts either indirectly through their corporate strategy, or directly through the technology, services, or products they provide. | ambiguous |
Bloomberg applies Robeco defined criteria on a regular basis to exclude companies which do not comply with the thematic objective of the Sub-fund. | ambiguous |
PRINCIPAL INVESTMENT STRATEGIES The fund, using a “passive†or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the Underlying Index, which applies environmental, social and governance (“ESGâ€) considerations to a broader parent index. | ambiguous |
MSCI Global Green Building Index The Index Provider compiles, maintains and calculates the Underlying Index, which is comprised of companies that the Index Provider has determined provide exposure to the environmental impact theme of “green building.†| ambiguous |
BlackRock has a flexible allocation strategy with a focus on ESG principles which means that it does not have a persistent bias towards particular categories of investment, such as specific countries, industries or style factors (i.e., specific characteristics of companies that may be considered by Fund management to drive returns), but it may make allocation decisions based on such categories at particular times and will have a bias towards investments that BlackRock considers to have strong or improving ESG practices. | ambiguous |
For corporate investments, in accordance with Robeco's SDG framework, any off benchmark investments are only considered by the Sub-fund when they have a positive contribution to the UN SDGs and therefore not cause significant harm to any environmental or social sustainable investment objective. | ambiguous |
■ESG Investing Risk — The Fund intends to screen out particular companies and industries pursuant to certain criteria established by BlackRock, and to incorporate ESG investment insights into its portfolio construction process. | ambiguous |
The portfolio managers select securities for the Fund primarily on the basis of fundamental research, including consideration of the responsible investing criteria described below. | ambiguous |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS Robeco makes use of a climate risk metric provided by a third party specialized in climate risk. | ambiguous |
• Climate aware companies are those that Fidelity Management & Research Company LLC (FMR) (the Adviser) believes are working to address climate change or its impacts either indirectly through their corporate strategy, or directly through the technology, services, or products they provide. | ambiguous |
v Exhibit a pattern and practice directly or through the company’s supply chain of human rights violations or are complicit in human rights violations committed by governments or security forces, including those that are under U.S. or international sanction for human rights abuses. | ambiguous |
In addition, the Fund’s focus on companies with low current carbon emissions and limited exposure to fossil fuel reserves might result in certain issuers being excluded from the Fund’s portfolio. | ambiguous |
ESG factors are evaluated by the sub-adviser based on data provided by independent ESG research vendors, and the sub-adviser favors companies with leadership in ESG factor performance relative to their peers. | ambiguous |
Taxonomy-alignment of investments excluding sovereign bonds* Taxonomy-aligned Other investments are sustainable investments with an environmental objective that do not take into account the criteria for environmentally sustainable economic activities under the EU Taxonomy. | ambiguous |
By overweighting companies with low carbon emissions relative to sales and those with low potential carbon emissions from fossil fuel reserves relative to market capitalization, the Underlying Index aims to reflect a lower carbon exposure than that of the broad market. | ambiguous |
RobecoSAM Biodiversity Equities is an actively managed fund that invests globally in companies that provide innovative materials and process technologies. | ambiguous |
Investment decisions for the fixed-income portion of the Fund are made primarily on the basis of fundamental and quantitative research conducted by the investment adviser’s research staff and consideration of the responsible investing criteria described below. | ambiguous |
Such companies are evaluated for their level of involvement in, and strategic commitment to green building, based on the Index Provider’s internal environmental, social and governance (“ESGâ€) rating and score data. | ambiguous |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS with regards to products and business practices that Robeco believes are detrimental to society and incompatible with sustainable investment strategies. | ambiguous |
The Sub-fund makes sustainable investments with environmental objectives that do not qualify as Taxonomy-aligned. | ambiguous |
The Fund seeks to identify issuers that it believes are better positioned to manage ESG risks and opportunities related to their businesses and to avoid certain companies and industries with ESG related risks, but investors may differ in their views of what constitutes positive or negative ESG criteria. | ambiguous |
BlackRock has a flexible allocation strategy with a focus on ESG principles which means that it does not have a persistent bias towards particular categories of investment, such as specific countries, industries or style factors (i.e., specific characteristics of companies that may be considered by Fund management to 12 | ambiguous |
Gender equality leaders are companies that consciously recognize and promote gender equality by recruiting, nurturing and retaining female talent at all levels of the company's organization, including at the committee and board level. | ambiguous |
In managing the Fund, the portfolio manager seeks to exploit inefficiencies in the smalland mid-cap market through fundamental bottom-up research, including consideration of the responsible investing criteria described below. | ambiguous |
Companies are selected through a process of both top-down macro-economic analysis of economic and business conditions, and bottom-up analysis of the business fundamentals of individual companies. | ambiguous |
Objective The Sub-fund has as its sustainable investment objective to promote good health and well-being and contribute to an efficient healthcare system in order to mitigate the rising incidence of lifestyle-driven chronic diseases and increasing healthcare costs, by investing in companies that provide technologies, products or services linked to the prevention of disease via eating healthier diets, exercising regularly and reducing the spread of infectious diseases with hygiene measures. | ambiguous |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS applies to the Sub-fund and tests on a set of governance criteria that reflect widely recognized industry established norms and include topics as employee relations, management structure, tax compliance and remuneration. | ambiguous |
RobecoSAM Smart Energy Equities is an actively managed fund that invests globally in companies providing technologies for clean energy production, distribution, power management infrastructure and energy efficiency. | ambiguous |
Any Underlying Fund investment in High Social Impact Investments is fair valued pursuant to valuation procedures adopted by an Underlying Fund’s Board and implemented by the Adviser. | ambiguous |
Fund management makes such assessments based on BlackRock’s ESG research, which includes due diligence of ESG risks and opportunities facing an issuer, as well as third-party ESG ratings. | ambiguous |
The companies are then assessed by BlackRock based on their ability to manage risks and opportunities including those associated with the infrastructure theme and their ESG risk and opportunity credentials, such as their leadership and governance framework, ability to strategically manage longer-term issues surrounding ESG and the potential impact this may have on a company’s financials. | ambiguous |
Objective The Sub-fund has as its sustainable investment objective to mitigate the resource scarcity challenge by investing in innovative materials and process technologies that use less or substitute resources, are more scalable and support decarbonization, deliver efficiency gains and enable more circular systems including recycling and reuse of materials. | ambiguous |
The sub-adviser will monitor the decarbonization progress of the Net Zero Transition Companies in the Fund’s portfolio and determine, on an ongoing basis, based on third-party data, public disclosure documents, and in some instances engagement, whether a company continues to qualify as a Net Zero Transition Company. | ambiguous |