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Socially Responsible Investing

Overview of Portfolio Construction and Social Screening

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It is possible to do well while doing good. This is the premise behind Socially Responsible Investing – a distinctive feature of New Covenant Funds.

In addition to the specific investment objective of each of the funds, New Covenant Funds make investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church (U.S.A.). These policies flow from our faith and stewardship of God’s resources entrusted to the Church. They factor into our choices of where to invest (and where not to) and guide the way we engage with the companies whose shares we hold.

New Covenant Funds may limit investments in companies involved in gambling, alcohol, tobacco and firearm related issues through our investment adviser. The Funds have been successful in achieving competitive investment results while investing in a socially conscious manner. However, investors should be aware that the Funds may choose to sell otherwise profitable investments in companies which have been identified as being in conflict with these social-witness principles.

New Covenant Trust Company, on behalf of the adviser, also takes an active role in promoting other socially responsible practices involving issues such as the way a company treats its employees, how it interacts with the communities where it manufactures and sells its products and its environmental record. SEI Investments Distribution Co. is not affiliated with New Covenant Trust Company.

All these factors are weighed carefully in an effort to determine the best investment selections and how to align the Funds’ holdings. For more information on our socially responsible investment philosophy read the Statement of Additional Information (available on the Knowledge and Resources page) that explains more specifically how we determine our investment strategy.

Past performance does not guarantee future results.

Mission Responsibility Through Investment

Mission Responsibility Through Investment (MRTI), is a committee of the Presbyterian General Assembly. More than that, it’s a way for the wider church to act as faithful stewards.

Learn More About MRTI

Information provided on this website is intended only for persons who are eligible to purchase U.S.-registered investment funds. Nothing contained on this website should be considered a solicitation to buy or an offer to sell shares of any of the New Covenant Funds in any jurisdiction where such offer or solicitation would be unlawful under the securities laws of such jurisdiction.

To determine if the Fund(s) are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, and if available, the summary prospectus, which can be obtained by calling 1-877-835-4531. Read the prospectus carefully before investing.

The Funds may choose not to invest in or may limit profitable investments in companies which have been identified as being in conflict with the social-witness principles of the Presbyterian Church (U.S.A.). New Covenant Mutual Funds are sold as New Covenant Funds.

Mutual fund investing involves risk. Principal loss is possible.

SEI Investments Management Corporation (SIMC) is the adviser to the New Covenant Funds which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

Federated Treasury Obligations Fund is distributed by Federated Securities Corp. Neither SIMC nor SIDCO is affiliated with Federated Securities Corp.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT