What is environmental, social, and corporate governance (ESG) investing?

ESG investing is an approach that considers factors beyond risk and return, like climate change, labor management, corporate governance, and many others. There are many ways to apply ESG investing into your portfolio including exchange-traded funds (ETFs), mutual funds and separately managed accounts.

Performance of ESG funds has historically been similar to performance of non-ESG funds. ESG is often used interchangeably with Socially Responsible Investing (SRI), values-based investing, impact investing, and sustainable investing.



Consider investing your conscience with the new Pothier ESG ETF.

The Pothier ESG ETF invests primarily in exchange-traded equity securities of U.S. companies that have been evaluated based on specific environmental, social, and governance (ESG) criteria. The Pothier ESG ETF may serve as a building block for those seeking investments that combine the potential benefits of an ESG focused investment strategy with long-term investing.

The Pothier ESG ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This fund will not. This may create additional risks for your investment. For example:

• You may have to pay more money to trade the fund's shares. This fund will provide less information to traders, who tend to charge more for trades when they have less information.
• he price you pay to buy fund shares on an exchange may not match the value of the fund's portfolio. The same is true when you sell shares. These price differences may be greater for this fund compared to other ETFs because it provides less information to traders.
• These additional risks may be even greater in bad or uncertain market conditions.
• The ETF will publish on its website each day a "Proxy Portfolio" designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF's holdings, it is not the ETF's actual portfolio.

The differences between this fund and other ETFs may also have advantages. By keeping certain information about the fund secret, this fund may face less risk that other traders can predict or copy its investment strategy. This may improve the fund's performance. If other traders are able to copy or predict the fund's investment strategy, however, this may hurt the fund's performance.

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