Glos­sary

Woonsocket Call - - BLACKSTONE VALLEY -

•Sus­tain­able in­vest­ing: in­te­grates so­ci­etal con­cerns, per­sonal val­ues or an in­sti­tu­tional mis­sion into in­vest­ment de­ci­sions

•Ex­clu­sion: ex­cludes com­pa­nies or in­dus­tries from port­fo­lios where they are not aligned with an in­vestor’s val­ues

•In­te­gra­tion: in­te­grates en­vi­ron­men­tal, so­cial and cor­po­rate gov­er­nance (ESG) fac­tors into tra­di­tional in­vest­ment pro­cesses, seek­ing to im­prove port­fo­lio risk and re­turn •Im­pact in­vest­ing: in­vests with the in­ten­tion to gen­er­ate mea­sur­able en­vi­ron­men­tal and so­cial (E&S) im­pact along­side a fi­nan­cial re­turn

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