12 Principles of Sustainable Investing: Helping Clients Understand Sustainable Investing

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RISKS
Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

Environmental and social screens may limit investment opportunities for the strategy.

Diversification neither assures a profit nor guarantees against loss in a declining market.

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