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What is Sustainable Investing?

Sustainability is at the core of everything we do on behalf of our clients. It is our belief that companies that are focused on the triple bottom line of people, planet and profits will be and are better positioned for the risks and opportunities of the future, compared to those that focus on profits alone. Companies that look further out than the quarterly reporting cycle can invest in other areas that build value for the firm over time.

AJF Financial engages with the companies we are invested in through third-party shareholder advocacy groups that pushes environmental, social and governance concerns that affect the reputation and revenue generation of a company. We provide recommendations on proxy statements as well as directly contact a company about any prevailing issues that are concerning. At the end of each quarter our clients receive an engagement letter that details controversies and resolutions (if any) that companies we hold in our portfolios are currently apart.

Why Does Sustainable Investing Matter?

At AJF Financial we aim to provide our clients with the opportunity to invest more in line with their core values. To facilitate this, we apply an additional layer of screening that distinguishes investments based on Environmental, Social, and Governance (ESG) criteria.

Some examples of these criteria might include measurements on GHG emissions, employee safety in the workplace statistics, executive pay, and board diversity. These types of data provide investors with additional transparency into a company’s operations beyond what is found in financial statements and also serve as a guide in comparing companies to their peers within specific industries.

Engagement Process

Sustainability is at the core of everything we do on behalf of our clients. It is our belief that companies that are focused on the triple bottom line of people, planet and profits will be and are better positioned for the risks and opportunities of the future, compared to those that focus on profits alone. Companies that look further out than the quarterly reporting cycle can invest in other areas that build value for the firm over time. AJF Financial engages with the companies we are invested in through third-party shareholder advocacy groups that pushes environmental, social and governance concerns that affect the reputation and revenue generation of a company. We provide recommendations on proxy statements as well as directly contact a company about any prevailing issues that are concerning. At the end of each quarter our clients receive an engagement letter that details controversies and resolutions (if any) that companies we hold in our portfolios are currently apart.