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Boston Common U.S. Equity Fund - Overview

The Boston Common U.S. Equity Fund's goal is to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts ("ADRs") of companies it believes are high quality and undervalued. As the Fund's manager, Boston Common Asset Management looks for companies that, in its opinion, have sound governance and a history of responsible financial management that we believe are capable of consistent profitability over a long time horizon. The Fund includes those companies that the advisor believes are operating successfully in economic sectors with superior end-market growth, or that are beneficiaries of broader sector themes they have identified, but that they judge to be trading at discounts to their intrinsic value.

The Fund seeks to integrate sustainability criteria into all phases of the investment process, from identifying the investable universe to stock selection and portfolio construction. The Fund's advisor prefers best-in-class firms with innovative approaches to the environmental, social, and governance (ESG) challenges their industries, society, and the world face, while pursuing advocacy and engagement initiatives to help improve portfolio companies' ESG performance. Boston Common believes ESG research and analysis augments its traditional equity research and helps them identify companies that have the potential to be successful over the long-term. They seek companies that can capitalize on new market opportunities, implement efficiency improvements and avoid unanticipated costs stemming from inadequate attention to ESG risks. As a result, Boston Common believes ESG research helps improve portfolio quality and financial return potential.

Sustainability in the Fund

Boston Common uses its voice on behalf of the Fund's shareholders to raise environmental, social, and governance issues with the management of select portfolio companies through a variety of channels. These include engaging in dialogue with management, voting proxies in accordance with our ESG guidelines, and participating in the annual shareholder meeting process. Through these efforts, Boston Common seeks to encourage company managements towards greater transparency, accountability, and commitment to ESG issues.

Our target avenues for promoting social change:

  • Constructive Dialogue with Management
  • Targeted Data Gathering
  • Work with U.S. and International Organizations
  • Public Policy Testimony
  • Proxy Voting

Sample Shareholder Engagement Issue Areas*

Child Labor
Climate Change
Corporate Governance
Environment & Health
Executive Pay
Human Rights
Human Trafficking
Indigenous Peoples' Rights
Labor & Employment
Peace & Social Justice
Political Contributions
Sustainable Agriculture
Workplace Practices
Workplace Safety

*All sample issue areas may not be applicable all of time.

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Mutual fund investing involves risk. Principal loss is possible. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. The Funds' sustainability policy could cause them to perform differently compared to similar funds that do not have such a policy. This policy may result in the Funds foregoing opportunities to buy certain securities when it might otherwise be advantageous to do so, or selling securities for reasons when it might be otherwise disadvantageous for it to do so.

Diversification does not assure a profit or protect against a loss in a declining market.

Boston Common Asset Management, LLC is the advisor to the Funds which are distributed by Quasar Distributors, LLC

©2010 Boston Common Asset Management, LLC., All rights reserved.