SRI Disclosures

SRI Disclosures

Our Sustainable Responsible Investing (SRI) portfolios follow a philosophy of prioritizing environmental responsibility and creating a positive social impact. When considering potential investments, we look at the probability of profit and alignment with SRI principles. Nevertheless, it's important to recognize and appreciate that all forms of investing carry risk, and there remains the potential to lose some or all of the principal investment.

While SRI strategies align with set values, there may be instances where they disregard opportunities to invest in some industries, sectors, or companies that would be included in portfolios without SRI restriction. This selectivity can sometimes lead to underperformance compared to non-SRI portfolios, and it should also be understood that the favorability of SRI strategies can rise and fall periodically as social and economic circumstances change.

The SRI strategies we implement at Madelor are subject to market fluctuations, and, as with any investment, there's a potential for financial loss. We want to emphasize that Madelor does not provide any guarantees regarding these investments' outcomes or performance. We encourage you to contact your account manager for more information about screening criteria and our methods.

Just Capital, a non-profit organization, publishes annual rankings of the largest publicly traded U.S. companies based on their corporate behavior. Just Capital conducts thorough qualitative and quantitative surveys to identify the critical Environmental, Social, and Governance (ESG) issues that matter most to the public. Applying these insights, Just Capital formulates metrics and ranks the 1,000 largest publicly traded U.S. companies according to these identified ESG issues.

MSCI offers SRI indexes that investment professionals use extensively as benchmarks and screening tools. Their SRI indexes include companies with high ESG ratings, excluding those with questionable products, governance, or social impact issues, and integrate databases such as MSCI ESG Ratings, MSCI ESG Controversies, MSCI ESG Business Involvement Screening Research, and MSCI Climate Change Metrics.

At Madelor, Sustainable Responsible Investing is underpinned by our commitment to positively impacting and encouraging responsible investment practices, and while we attempt to stay true to these values, we must remain mindful of the complexities and uncertainties inherent when investing, which can impact performance and results.