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  1. The Trustees of the Foundation seek to balance their duty to achieve optimal investment returns with the goal of creating a portfolio that follows the best practices of responsible investing.

  2. The Trustees will appoint fund managers who apply the principles of responsible investment and have the appropriate policies and practices in place to do so.

  3. The Foundation will not invest in funds that invest in companies that derive any revenue from fossil fuel reserves, illegal or nuclear weapons, or the manufacture of tobacco products.

  4. More broadly, the Foundation will:

    • Seek to include sustainable investment managers in all manager searches when institutional quality options are known and available.

    • Favour such managers assuming they demonstrate reasonably comparable investment characteristics (i.e., competitive performance, fees, team stability, etc.) relative to their non-sustainability peers.

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Statement of Charitable Purposes and Public Benefit: Text
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