Jewish Impact Investing Summit - Beth Mann, JFNA

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The focus on investments with JLens’ Jewish Value Pillars may cause the performance of an investment to be lower than it otherwise would be and there is no guarantee that the evaluation of Jewish value considerations will be additive to an investment’s overall performance. This focus may exclude otherwise profitable investments in companies which have been identified as being in conflict with JLens’ Jewish Value Pillars. The incorporation of Jewish values into JLens’ decision making may increase or lower exposure to certain companies or industries, and the consideration of such factors in the investment decision-making process may not achieve the intended results. There is no guarantee that investments on which JLens conducts due diligence will not have material issues or risks. There are no universally accepted Jewish value risk standards and not all investors may agree on the appropriate standards to apply in a particular situation. This methodology selects investments using responsible investing considerations, the investments may underperform compared to those that do not utilize responsible investing criteria when selecting investments.

Events, which JLens may not have been taken into account, may occur and may significantly affect performance of these strategies. Any assumptions should not be construed to be indicative that actual events will occur. Actual events are difficult to predict and may depend upon factors that are beyond the control of JLens. Some important factors which could cause actual results to differ materially from those projected or estimated in these models include, but are not limited to, changes in financial, market, economic or legal conditions.

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