GIVE Principal Investment Strategies

GIVE seeks to achieve its investment objective by primarily investing in a variety of securities, including:

• US Equities
• American Depository Receipts (ADRs)
• Fixed Income Securities
• Exchange Traded Funds (ETFs)

GIVE focuses primarily on long positions in equity securities, including common and preferred stock of U.S. companies, convertible securities, ADRs and ETFs, but will also tactically short ETFs.

GIVE is generally not constrained among the other types of equity securities in which it may invest. It will typically maintain an allocation to both equity and fixed income oriented securities with the minimum allocation to fixed income of 15% and a maximum allocation to fixed income of 65%. It may invest in companies of any size (from small-cap to mid-cap to large-cap) and in any style (from growth to value). GIVE combines the attributes of alternative investment strategies with the shareholder features of an ETF.

Each of the 4 portfolio management teams will determine whether to buy or sell an investment for the GIVE portfolio by applying their investment strategy.

GIVE Portfolio Managers and Investment Strategies

GIVE is managed by the following 4 portfolio management teams. Each team brings many years of experience in investing with a sustainable investing mindset to GIVE.

First Affirmative Financial Network, LLC

GIVE Investment Strategy Focus

• Alternative Long/Short and Hedging Strategies

First Affirmative Financial Network, LLC (“First Affirmative”) was designated to allocate and monitor the allocation of the Fund’s assets to each portfolio management team to ensure that the Fund’s portfolio maintains the proper investment exposure to seek to achieve its investment objective.

First Affirmative of Colorado Springs, Colorado, is a leading provider of investment management and consulting services to financial advisors and their socially conscious clients. By integrating a client’s mission and values into the investment process, First Affirmative delivers personalized portfolio management to those who wish to profit from companies making positive contributions to society.

Reynders, McVeigh Capital Management, LLC

GIVE Investment Strategy Focus

• Core Equity Strategies (Global with a U.S. focus)
• Long only, Sustainability, Concentrated Growth

Reynders, McVeigh Capital Management, LLC (Reynders, McVeigh) of Boston, Massachusetts, is a Boston-based investment management firm focused on socially progressive investments. The firm creates tailored portfolios with cores comprised of companies that demonstrate fundamental strength and long-term vision in industries that are poised for significant transformation. Since its inception, Reynders, McVeigh has grown through performance and a steadily expanding client base to service over $600 million in assets under management and advise on more than $4 billion for trust offices around the country. Ranked 4th on AdvisorOne’s list of 2011 Top Wealth Managers, Reynders, McVeigh leverages its proprietary research and emphasizes transparency, discretion, and a deep due diligence process in support of each investment.

Baldwin Brothers, Inc.

GIVE Investment Strategy Focus

• Core Equity Strategies (Global)
• Long only, Sustainability

Baldwin Brothers, Inc. (Baldwin Brothers) of Marion, Massachusetts, has pioneered innovative investment solutions for influential individuals, families and institutions around the world, since 1974. Baldwin Brothers anticipates and identifies watershed movements, shifts and shake ups in our culture and world, and creates ingenious portfolios and funds that present significant, relevant opportunity for sustainable performance.

Community Capital Management, Inc.

GIVE Investment Strategy Focus

• Core Fixed Income Strategies (U.S. focus)

Community Capital Mangement, Inc. (Community Capital) of Weston, Florida, focuses on providing fixed income management and exceptional client service to institutional investors. Its primary goal is to produce above-average, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment.