Socially Responsible Investing

Socially Responsible Investing (SRI) incorporates environmental, social and governance factors known as ESG criteria into fundamental and quantitative investment evaluations.
To implement its SRI strategy, Preserver Alternative Opportunities Fund blends ESG integration and portfolio screening.

ESG Integration

Our ESG integration approach incorporates ESG factors with traditional investment analysis to include companies that we believe are making meaningful strides to improve its ESG performance.

Portfolio Screening

Our exclusionary portfolio screening excludes companies that receive material revenue from alcohol, tobacco, firearms and defense products and services.

Our inclusionary portfolio screening includes companies with positive ESG performance relative to industry peers.

Investing involves risk, including loss of principal. Applying ESG criteria to the investment process may exclude securities of certain issuers for both investment and non-investment reasons and therefore the Fund may forgo some market opportunities available to funds that do not use ESG criteria. The Fund's performance may at times be better or worse than the performance of funds that do not use ESG criteria.

© 2020