Investment Management Wealth Management Contact Login Environmental, Social and Governance (ESG) Our Philosophy Our investment strategy is driven by the belief that long-term sustainable and successful businesses incorporate and manage all relevant factors whether they be economic, financial, operational, environmental, social or governance related. Where material to a particular investment opportunity and consistent with a strategy’s investment goals and objectives, we seek to consider environmental, social and/or governance factors that we believe may influence risks and rewards as an element of our investment research and decision making processes. However, such environmental, social and/or governance factors are not by themselves determinative to an investment decision. Our Approach Our investment team uses a proprietary ESG ratings framework to generate ESG scores for businesses in our portfolios as well as portfolio scores. We have identified three to five key ESG issues that we believe are relevant and material for each sector. Examples of issues considered are: Market Review: Mixed Returns & Inflationary Fears: Q3 2021 Market Review Toxic Emissions and Waste Water Stress Corporate Governance Product Safety and Quality Labor Management Diversity & Inclusion The above are sample ESG issues and can vary by business and sector. We assess our holdings based on the appropriate key issues and assign a rating that is updated at least once per year, or more frequently should a material event occur. This rating is taken into account similar to any other investment risk and opportunity pertaining to a business. To conduct our analysis, we use data from outside sources as supplemental to our own internal process. The investment team can evaluate a company based upon its ESG merits and has access to ESG data provided by third-party data providers. Such data may be adjusted by our team where inaccuracies are found through additional research, including fact-finding engagements with companies. CRS Relationship Summary Form ADV 2A Privacy Policy Cookies Policy Proxy Policy Social Media Policy ERISA 408(b)(2) Disclosure Terms of Use © 2021 Kayne Anderson Rudnick 1800 Avenue of the Stars Los Angeles, CA 90067 Website by Loyal

Investment Management Wealth Management Contact Login Insights Article Filter by Type Article Topic All Period All Apply Short Article Inflation Concerns? April 13, 2021 Short Article What are Mid Caps? And Why You Should Invest in Them November 6, 2020 White Paper The Hows and Whys of Quality Investing November 6, 2020 Short Article Our Mid Cap Sustainable Growth Strategy November 6, 2020 Short Article Why Lower-Risk Investing Is Important in Retirement November 6, 2020 Short Article Active vs. Passive Investing Strategies August 25, 2020 CRS Relationship Summary Form ADV 2A Privacy Policy Cookies Policy Proxy Policy Social Media Policy ERISA 408(b)(2) Disclosure Terms of Use © 2021 Kayne Anderson Rudnick 1800 Avenue of the Stars Los Angeles, CA 90067 Website by Loyal