ENGAGED IMPACT CRITERIA

Insurance and financial services, namely, life insurance and annuity underwriting, insurance and financial services, namely, insurance and annuity administration, financial management and brokerage services for all types of insurance, annuities, reinsurance underwriting; insurance claims administration and processing; insurance consultation; mutual fund management services; mutual fund investment, advisory, distribution, analysis, planning, development, brokerage and administration services; mutual fund investment consultation services; investment of funds for others; investment consultation, management, brokerage, and advisory services; investment advice; financial investment in the fields of annuities, securities, derivatives, real estate, private placements, funding agreements, and venture capital; financial services, namely, consultation, analysis, planning, and management services in the fields of annuities and college saving plans; maintaining escrow accounts for investments; investment and administration of employee pension plans; fund investment consultation; capital investment consultation; real estate investment and management; and mortgage lending and mortgage loan servicing; investment management services; re-insurance services, namely, reinsurance underwriting; financial advice and consultancy services; insurance information and consultancy; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; financial information; financial advice; financial planning; financial management; social investing being the provision of investment strategies, consultation, research and advice which seeks to consider both financial return and social good to bring about a social change; social investing, namely, placing assets of others into investments that provide a societal or mission-related benefit in addition to a financial return; social investment advisory services; social investing being investment information, advisory, consultancy and research which has an expectation of both a social outcome and a financial return