GIM believes that a benchmark-agnostic portfolio of large cap stocks with significant female representation in leadership, stronger gender equity characteristics and constructed with proprietary multi-factor models, may achieve superior long-term performance. Our disciplined process creates and consistently maintains a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators.

Quantitative discipline; fundamental insight Models based on intuitive fundamentals that drive performance

Proprietary, diversified models for each industry group Unique models for buying and selling

Benchmark-agnostic position weights Minimizes single-stock risk; avoids bias toward expensive stocks

Continuity of senior Women in Leadership team since strategy inception Inception date of December 31, 2015

Summary Investment Guidelines

• Universe: Russell 1000 and S&P 500 with:
  • Women in significant roles (at least one of the following): Chair Person or CEO, Board 33% Women, Women in Management 33%
  • Tilts towards companies which exhibit strong gender equality policies and practices
  • Promotes gender diverse values through proxy voting and shareholder resolutions
• Benchmark: Russell 1000
• 40-80 holdings
• Initial position maximum: 2.5%
• Existing position maximum: 4% for any security
• Sector: +/–5% vs. Russell 1000
• Maximum sub-industry weightings are limited to 2% above the benchmark weightings