Investment Philosophy

At MissionSquare Investments, we believe that enduring investment success is built on a foundation of insight, discipline, and adaptability, seeking to deliver long-term value through thoughtful design, strategic balance, and unwavering commitment to investor outcomes.

Our hybrid active-passive funds integrate MissionSquare Investments’ years of market-tested experience and keen market insight, with a sound approach to portfolio construction, selection, and asset allocation.

In our hybrid active-passive funds, investment strategies with different but complementary investing approaches are selected and integrated within a single fund in proportions that are expected to optimize return relative to risk. We believe this not only increases diversification but also may improve the consistency of returns over time by eliminating reliance on the results of a single investment strategy

• Your MissionSquare Retirement employer retirement plan may invest in MissionSquare Funds, some of which use a hybrid active-passive investing approach.

To learn more about investment options available to you, log in to your account, call Participant Services at (800) 669-7400, or contact your MissionSquare Retirement representative.

Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing. This information is available when you log in at www.missionsq.org/login, or upon request by calling (800) 669-7400.