DIRECT INDEXING

SUPPORTS

VALUES BASED INVESTING

VALUES INVESTING

ENDORSE | EXCLUDE | ENGAGE

ENDORSE OPTIONS

HIGH SOCIAL SCORE
WOMEN’S INCLUSION
HIGH GOVERNANCE SCORE
HIGH ENVIRONMENTAL SCORE
LOW CARBON
UNITED NATIONS SDG

EXCLUDE OPTIONS

HUMAN RIGHTS ABUSES
PORNOGRAPHY
HUMAN TRAFFICKING
OPPRESSIVE REGIMES
BRIBERY & CORRUPTION
ALCOHOL & TOBACCO
ENVIRONMENTAL DESTRUCTION