The SDI International Equity investment strategy is designed to track and seek returns superior to international benchmarks such as the MSCI® World Index ex USA. The porfolio’s universe consists of local common stocks from international developed markets and American Depository Receipts (ADRs) for common stocks from select emerging markets. The portfolio invests in companies that are expected to offer superior price appreciation potential relative to their peers by focusing on value and return momentum characteristics.

The SDI U.S. Large Cap Value investment strategy is designed to track and seek returns superior to the S&P 500/Citigroup Value Index. The portfolio invests in U.S. companies that are expected to offer superior price appreciation potential relative to their peers by focusing on value and return momentum characteristics.

TRIPLE BOTTOM LINE (TBL) PRODUCTS

The investment strategy for Triple Bottom Line (TBL) International Equity is designed to invest in companies that are ranked as “best in class” for their environmental and social policies, while also tracking and seeking returns superior to an international benchmark such as the MSCI® World Index ex USA. The investment universe is determined by an internationally recognized environmental, social and strategic governance (ESG) ratings firm. Our investment universe consists of international developed and emerging markets stocks with superior ESG ratings. The portfolio strategy then selects stocks from this universe that are expected to offer superior appreciation potential relative to their peers by focusing on value and return of momentum characteristics.

The investment strategy of Triple Bottom Line (TBL) U.S. Large Cap is designed to invest in the companies that are ranked as “best in class” for their environmental and social policies, while also tracking and seeking returns superior to the S&P 500 index. The investment universe is determined by an internationally recognized environmental, social and strategic governance (ESG) ratings firm. Our investment universe primarily consists of U.S. stocks* with superior ESG ratings. The portfolio strategy then selects stocks from this universe that are expected to offer superior price appreciation potential relative to their peers by focusing on value and return momentum characteristics.

*up to 10% of the portfolio can be invested in Canadian companies.