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Sustainable
Strategies
Strategy
Benchmark
Strategy
Inception
Available
Vehicles
International Equity MSCI EAFE 12/31/2004 Separate Accounts
Commingled Fund
Mutual Fund
UMA
All Country Intl Equity MSCI ACWIxUS 12/31/2010 Separate Accounts
Commingled Fund
UMA
Global Equity MSCI ACWI 3/31/2008 Separate Accounts
Emerging Markets Equity MSCI Emerging Markets 12/31/2012 Separate Accounts
Commingled Fund
U.S. Large-Cap Core Equity S&P 500 12/31/2002 Separate Accounts
Mutual Fund
UMA
U.S. Large-Cap Value Equity Russell 1000 Value 12/31/2002 Separate Accounts
UMA
 
Customized
Solutions
Strategy
Benchmark
Strategy
Inception
Available
Vehicles
International Catholic Equity MSCI EAFE 12/31/2010 Separate Accounts
Commingled Fund
UMA
Global Catholic Equity MSCI ACWI 6/30/2015 Separate Accounts
Commingled Fund
International Sustainable
Climate Equity
MSCI ACWIxUS 12/31/2013 Separate Accounts
Commingled Fund
U.S. Sustainable Climate Equity S&P 500 3/31/2013 Separate Accounts
UMA
Small-Cap Value Equity (Sub-advised) Russell 2000 Value 12/31/2006 Separate Accounts
Commingled Fund