State Street Global Advisors (Australia)

Manager Overview

SSGA is part of State Street Global Advisors Inc., the asset management arm of State Street Corporation and one of the largest investment managers in the world. As at 30 September 2016, State Street Global Advisors had funds under management of A$3.2 trillion across a range of investment strategies and markets. SSGA is the Australian affiliate of the State Street Global Advisors group. SSGA had funds under management of A$159 billion as at 30 September 2016.

Manager's responsible investing approach

State Street Global Advisor's approach to ESG/sustainability is client-driven, it believes in providing choice - both in the products it offers and in its investor voting choice program. State Street focuses on what creates long-term value by promoting best practices and transparent disclosure of materials risks and opportunities across a range of topics, including sustainability factors.

State Street believes that ESG/sustainability factors should be considered alongside traditional investment factors when making investment decisions to develop a more complete picture of investee companies' future financial trajectory and business risks. To help investors meet investment needs and objectives, State Street offers a wide spectrum of investment strategies from which its clients may choose. Its ESG/sustainable investing solutions vary depending on the type of strategy provided to its clients but generally fall into one of the broad categories, such as Negative Screening, Positive Screening, Third Party ESG/Sustainable Index Investment Strategies, or Climate Investing.

As a Steward and long-term holder of its clients' capital State Street believes that the informed exercise of voting rights, coupled with value-driven engagement, is one of the most effective mechanisms of creating value. Accordingly, its stewardship program proactively identifies companies for engagement and voting in order to mitigate material risks in its portfolios that may impact long-term value creation across a range of topics, including ESG/sustainability factors.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	Goal 1: No Poverty	Goal 2: Zero Hunger	Goal 3: Good Health and Well-Being	Goal 4: Quality Education	Goal 5: Gender Equality	Goal 6: Clean Water and Sanitation	Goal 7: Affordable and Clean Energy	Goal 8: Decent Work and Economic Growth	Goal 9: Industry, Innovation and Infrastructure	Goal 10: Reduced Inequalities	Goal 11: Sustainable Cities and Communities	Goal 12: Responsible Consumption and Production	Goal 13: Climate Action	Goal 14: Life Below Water	Goal 15: Life on Land	Goal 16: Peace, Justice and Strong Institutions	Goal 17: Partnerships for the Goals
State Street Climate ESG International Equity FundState Street Climate ESG International Equity Fund	C-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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State Street Climate ESG International Equity Fund

Strategy Summary

The Fund seeks to achieve capital growth and income in line with the MSCI World ex-Australia Index, subject to delivering climate and ESG objectives. To achieve this goal the Fund invests in listed International securities in the MSCI World ex Australia Index and favours companies with lower carbon emissions and with higher environmental, social and governance (ESG) ratings. The Investment Manager will normally rebalance the portfolio quarterly to maintain the Fund's ESG and climate characteristics. The Fund's investment strategy may include the use of options, futures and other derivatives. These instruments are not used speculatively and are never used to gear the Fund.

Key Terms

Status:	Open	Inception Date:	Jul 2016
Strategy:	Equity Long	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$25000
Mgmt. Fee:	0.24%	Perf. Fee:	0%

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