Small/ Mid-Cap Global Equity

Rockefeller Asset Management offers strategies that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. With over 30 years of experience in global investing, the firm pairs its distinctive worldview and long-term investment horizon with thorough fundamental research combining traditional and non-traditional analysis. As of June 30, 2021, Rockefeller Asset Management has $12.5B in assets under management.

The Rockefeller Climate Solutions Fund (RKCIX) seeks long-term growth of capital principally through equity investments in global companies across the market capitalization spectrum offering climate change mitigation or adaptation products and services. Rockefeller believes that companies positioned alongside environmental sectors have the potential to significantly outperform the broader equity market over the long-term.

Investors should carefully consider the investment objectives, risks, charges, and expenses of the Rockefeller Climate Solutions Fund. This and other important information about the fund is contained in the Prospectus, which can be obtained at or by calling (855) 460-2838. The Prospectus should be read carefully before investing. The Rockefeller Climate Solutions Fund is distributed by Quasar Distributors, LLC, member FINRA/SIPC. Quasar Distributors, LLC, Rockefeller Asset Management, and Skypoint Capital Partners are not affiliated. Fund fact sheet available at