基本資料

投資策略

本基金在任何時候將其資產淨值最少85%投資於在美國受監管市場上市或買賣並且由符合下列條件的公司發行的美國股本證券（包括普通股及優先股）：投資經理的(1)財務準則（如下文所述）及(2)其可持續發展與環境、社會及管治（「ESG」）政策（「可持續發展領導者」）。

基金經理人

• McQuillen Mary
• 資歷 9年(2015-09-30 至今)

• Head of Environmental, Social and Governance Investment, Industry since 1996, Firm since 1996, Columbia Business School - MBA, Fordham University - BS, Member of the ClearBridge Investments Proxy Committee. Mary Jane serves on the Board of Directors for the Sustainable Investments Institute (Si2). She is a former Board member of the IRRC Institute and the CFA Society of New York. She is also a former Board member of the Forum for Sustainable and Responsible Investment (US SIF). Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and the ESG Integration Sub-Committee.

• Deutsch Derek
• 資歷 9年(2015-09-30 至今)

• Derek co-manages the Mid Cap, Mid Cap Growth, SMID Cap Growth and Sustainability Leaders Strategy products. Derek has 21 years of investment industry experience. He joined a predecessor organization in 1999, and spent six years as an equity research analyst responsible for the health care sector.
  
  Prior to joining the firm, Derek worked as a special assistant at the U.S. Department of Health and Human Services in Washington, D.C., and also as a journalist covering health care policy for the American Political Network.
  
  Derek earned a BA from Brown University and an MBA from Georgetown University. He is a member of the CFA Institute and of the CFA Society New York.

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