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Goals-Based Wealth Management Evolved Investment Flexibility: Sustainability, SRI and ESG Investing If you're like many investors, you may be thinking not just about your financial goals, but also about the legacy you hope to leave behind. Perhaps you want to know how your investments impact the world and whether they align with your own social and environmental goals. At SEI, we recognize sustainable investing as a growing priority among our investors. As investment managers, we are committed to reinforcing these goals on our clients' behalf—constructing portfolios that reflect their values with program objectives linked to measurable impacts on social or environmental issues. As of year-end 2019, SEI managed $22.5 billion in assets with screening or ESG integration approaches. 1 What is sustainable investing? Sustainable investing is, at its core, the alignment of investment objectives with social and environmental considerations. The field of sustainable investing—and the range of products and solutions available—has grown along with the terminology used to describe it. Many investors use terms such as values-based investing, impact investing, socially responsible investing (SRI), or environmental, social and governance (ESG) investing. All may be synonymous with sustainable investing, but they do not all reflect the same approach. At SEI, we view sustainable investing as a spectrum of approaches: › Exclusionary › ESG Integration › Impact At SEI, we view sustainable investing as a spectrum of approaches: Exclusionary › Avoiding sectors such as tobacco, weapons, fossil fuels › Selecting a range of criteria aligned with faith-based beliefs › May be known as: negative screening, exclusionary screening, divestment, SRI ESG Integration › Including ESG data in financial analysis › Selecting investments with positive ESG characteristics relative to peers › Screening against minimum standards of business practices based on international norms › May be know as: positive/best-in-class screening, norms-based screening, ESG investing Impact › Investing in sustainable solutions, such as clean energy or sustainable agriculture › Investing in the community to provide capital to local businesses › Financing businesses with a clear social or environmental purpose › May be known as: Impact investing, thematic investing, community investing

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