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Stakeholder Capitalism
Investment Portfolio

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Why Invest
In Stakeholder Capitalism?

Today's corporations are more connected than ever to the communities, supply chains and environments they impact, and visionary corporate leaders are recognizing their obligation to all segments of society who together make their work possible. Invest in companies working to protect and promote the interests of all stakeholders.

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Environment

Companies and citizens alike, we all share one planet. Invest in companies who manage and minimize their environmental impact.

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Employees

Employees are the lifeblood of every company. Invest in companies who invest in their employees through competitive wages, training opportunities, and other supportive programs.

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Customers

The value exchange between companies and their customers is a two-way street. Invest in companies creating products that are beneficial, safe, and satisfying.

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Society

Invest in companies creating partnerships on all fronts; from supporting human rights, to advancing transparency and corporate ethics, to protecting our planet.

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Suppliers

A strong company requires a strong network of suppliers. Invest in companies who support strong ethical, environmental, and safety standards throughout their supply chain.

Performance

On the chart below, the Stakeholder Capitalism Portfolio is compared to the S&P 500 since inception.

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Model portfolio performance disclaimer: The historical performance data quoted represents past performance, does not guarantee future results, and is provided for information purposes, is not advice or for trading purposes, may be subject to delays, should not be used for tax reporting, may not reflect actual future performance, and is net of Newday fees. Prices may vary due to network availability, market volatility, and other factors. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when soldor redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. There is a potential for loss as well as gain that is not reflected in the information portrayed. The performance results shown do not represent the results of actual trading executed using client assets. Investors on Newday may experience different results from the results shown. The choices made by Newday to display certain investments and time horizons have a direct effect on investment performance, and different choices would result in different historical performance results. Not all investments on the Newday platform are available to all clients. Market data provided by Xignite.

Top Holdings

Please download the Stakeholder Capitalism Portfolio Fact Sheet for more information about the portfolio. Download The Fact Sheet

3M Co

The 3M Company is an American multinational conglomerate corporation that operates in the fields of industry, worker safety, health care, and consumer goods. In 2017, 3M issued their first statement under the United Kingdom Modern Slavery Act, which expects companies to disclose their efforts to eradicate modern slavery and human trafficking in their own operations and supply chains. 3M has an initiative called Customer First to understand their customer’s business models, what they have promised theircustomers, and what their role is in the value chain. This initiative is helping their customers deliver on their promises. 3M has built a large global presence with more than 54 customer technical centers and labs around 36 countries.

Linde PLC

Linde plc is an Irish-domiciled multinational chemical company and the world's largest industrial gas company by market share and revenue with headquarters in Guilford, United Kingdom. Linde fosters its growth through its four principles: safety, integrity, sustainability, and respect. Linde is currently listed in the global Dow Jones Sustainability Index. The company works with the municipalities near its business locations on key issues like safety. In 2017, Linde conducted around 120 joint activities for safety trainingsessions with fire brigades and cooperated with academic institutions in numerous partnerships.

Owens Corning Inc

Owens Corning is a global company that produces insulation, roofing, and fiberglass composites with headquarters in Toledo, Ohio, United States. OwenCorning encourages and recognizes its 17,000 employees’ giving and volunteerism through programs like the Global Volunteer of the Year Award, Dependent Employee Scholarship Program, and Enhancing Lives Grants. The company encourages their global locations to participate in one or more community service projects each year and has achieved 82% participation rate for last year. In 207, Owen Corning has reduced 61% of its toxic air emissions, 48% of its Greenhouse gas emissions, and 20% of its consumed energy.

Texas Instruments Inc

Texas Instruments Inc. is an American technology company that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers across the world.It is headquartered in Dallas, Texas, United States. Texas Instruments believes in an effective supply chain management, which enables them to reduce cost and waste, streamline efficiencies and increase their competitiveness. Roughly 80% of their procurement is done with 300 suppliers, of which 180 are critical to supporting semiconductor manufacturing. Texas Instruments has rigorous codes of conduct, policies and guidance to supervise their suppliers and ensure that working conditions in their supply chain are safe, workers are treated with respect and dignity, and ethical conventions are being met.

Johnson & Johnson

Johnson & Johnson is an American multinational manufacturing company thatproduces medical devices, pharmaceutical and consumer packaged goods with headquarters in New Brunswick, New Jersey, United States. Johnson & Johnson blends heart, science and ingenuity to change the trajectory of health for humanity. As of 2017, Johnson & Johnson has been recognized as leaders in vaccine R&D by the Access to Vaccine Index, donated 1.2 billion Vermox (mebendazole) doses, and provided access to MDR-TB therapy to 37,000 patients in 95 countries. Johnson & Johnson allows employees globally to take a minimum of 8 weeks’ paid leave for birth and adoption. Johnson & Johnson currently ranks #2 on Reuters Diversity & Inclusion Index.

Pepsico Inc

PepsiCo, Inc. is an American multinational corporation PepsiCo that manufactures, markets, and distributes food, snacks, and beverages with headquarters in Harrison, New York, United States. PepsiCo makes sure to be responsive to the needs of the more than 200 countries and territories they serve around the world. The company created the PepsiCo STEM council in 2014 to attract and retain STEM talent and to educate and prepare students for STEM careers and increase the number of underrepresented minorities and women in STEM fields. PepsiCo STEM employees have pledged more than 12,400 mentoring hours and has surpassed the one million completed mentoring relationships. 96% of required business-critical direct third-party suppliers completed on-site audits as part of PepsiCo’s Sustainable Sourcing Program.

Johnson Controls International plc

Johnson Controls International plc is a multinational conglomerate that produces automotive parts such as batteries, and electronics and HVAC equipment for buildings with headquarters in Cork, Ireland. To date, Johnson Controls has completed over 52 million square feet of certified green building space for their customers around the world. JCI helps their customers achieve energy savings through the implementation of Energy Performance Contracting and other financed performance-based building projects. Since 1993, Johnson Controls have spent more than $22 billion with certified diverse suppliers and have included diverse and historically underutilized companies into more than 50 product and service categories to support theircustomer solutions.

Intel Corp

International Business Machines Corporation is an American multinational information technology company that produces and sells computer hardware, software, and provides cloud and artificial intelligence services with headquarters in Amonk, New York, United States. IBM Health Corps is a social impact program through which IBM woks with health organizations to address urgent public health needs around the world. Launched in 2016, the program has eight projects to date. IBM awarded 2,800 cash grants worth a combined $3.8 million in 2017 to schools and community organizations where IBM employees volunteer. In 2017, IBM expanded their participation inthe EU Cloud Code of Conduct to cover 24 additional services to establish prudent standards to safeguard customer data. The company has also certified more than 160 offerings to date for compliance with Privacy Shield.

Hasbro Inc

Hasbro, Inc. is an American multinational toy and board game company and the largest toy maker in the world by market value with headquarters in Pawtucket, Rhode Island, United States. 94% of Hasbro employees engaged in volunteer services in 2017 and 38% of Hasbro’s 13-member board are female directors. Hasbro ranked number one on the 2017 100 Best CorporateCitizens list by CR magazine and ranked in the “Best Place to Work for LGBTQEquality” list. 90% of the company’s paper packaging and inbox content comes from recycled material or from sources that practice sustainable forest management.

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