IP/MAA:  To the extent that a client requests a thematic ESG mandate, MAA can implement through screening capabilities from a third party data provider.

CIO:  The Social Innovation screen seeks to find companies that are best-in-class across the three focus areas within the screening process: Environmental Stewardship, Human Capital Engagement, and Corporate Governance. We also employ a Performance Review which is designed to measure how effectively corporations implement the policies and procedures described and evaluated in the previous step, and whether the company capitalizes on external incentives for good corporate behavior. This team provides various thematic strategies that focus on specific ESG factors as being more relevant to a particular client interest. The Social Innovation screen is only applicable to the CIO Socially Innovative strategies.