Sustainable Investing—Our Imperative

Investing involves risk, including risk of loss.  ESG investing refers to an investment approach that incorporates ESG criteria into the investment process. This approach is subjective by nature, and there is no guarantee that an ESG investment approach will be successful or that it will reflect the beliefs or ideals of any one particular investor. ESG market data is limited and much of the data is unstructured and reported in varying increments and timetables. While we endeavor to obtain and analyze relevant ESG market data, there is no guarantee that we will be successful in these efforts. ESG investing can also limit the investment opportunities available to a portfolio, such as the exclusion of certain securities or issuers for nonfinancial reasons and, therefore, the portfolio may perform differently than or underperform other similar portfolios that do not apply an ESG criteria to their investment approach. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.