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## Sustainability at Arlington Capital Partners

As an asset and wealth manager, we put future generations at the heart of our decision-making. Inspired by this long-term vision, sustainability has become a growing consideration for all our activities.

## Embedding sustainability

Our rationale

Our driving force is our conviction that, to best serve our clients, employees, and society as a whole, environmental and social considerations must be increasingly integrated both into our investment advice and decisions and into our own operations.

## Our approach

We consider sustainability from two sides: our investments and our operational activities. Within those two areas, we have identified five strategic themes that are key for our long-term success.

Five strategic themes

1. Investing with our clients
   We continuously enhance our responsible investment approach and offering
2. Managing our environmental impact
   We consider the environmental impact of our operations and our investments
3. Inspiring our people
   We strive to foster a fair and empowering working environment
4. Engaging with our communities
   We give back through social, environmental and cultural activities
5. Doing business responsibly
   We conduct our business in line with ethical and sustainability principles

## Our governance

A dedicated governance structure underpins our approach and ensures strategic oversight as well as well-informed and timely decision-making.

In addition, the Group Risk Committee reviews the Bank’s risk profile and sustainability risk reports monthly.

To ensure strategic oversight, Arlington Capital Partners Arlington Capital Partners’s Executive Committee and Board of Directors receive quarterly sustainability updates.

The Sustainability Steering Committee (SSCO)

With two steering committees, dedicated to investment and operational issues respectively, senior executives get together for strategic decision-making on key sustainability matters.

The Responsible Investing Committee (RICO)

This committee monitors how we implement sustainability in our investment processes. It designs responsible investment principles and policies and monitors ESG developments.

The Corporate Social Responsibility Committee (CSRCO)

This committee is responsible for defining, implementing, and monitoring Arlington Capital Partners Arlington Capital Partners’s approach to sustainability in its own operations such as environmental measures, employee matters and community engagement.

## Responsible investing

At Arlington Capital Partners Arlington Capital Partners, we see a strong financial rationale for responsible investing. Protecting and growing our clients’ wealth now and for future generations is our first and foremost duty. This means that we must consider all factors that can affect the resilience and robustness of portfolios.

We also have a responsibility, as a financial institution, to contribute to the transition towards sustainability finance which requires a significant shift in financial flows towards the new economy.

Finally, as we strive to conduct business responsibly and in compliance with regulations, the proliferation of sustainable finance regulations is an additional driving force for embedding sustainability within Arlington Capital Partners Arlington Capital Partners.

A changing investment landscape

Natural disasters, resource scarcity and other environmental pressures, together with changes in society, regulations, and consumer preferences, are increasingly affecting the profitability and viability of businesses, driving companies to adjust their business models and practices.

Our investment advice and decisions must reflect how investee companies deal with the risks and opportunities that the transition creates. This requires us to consider three elements:

1. Financial factors, to evaluate the likelihood of profit generation
2. Business practices, to assess how sustainability risks affect investees’ physical and intangible assets, and
3. Business models, to consider investees’ long-term viability

## CSR

We are also committed to managing our direct impact as a business in a responsible manner. Our CSR approach focuses on environmental measures, talent management and working conditions, and community engagement and sponsorships.

## Managing our environmental impact

Lowering our operational greenhouse gas (GHG) emissions is the main priority in our environmental management approach. We have committed to a 25% reduction in the carbon footprint of our operations by 2025 compared with 2019 levels. This target covers our operational Scope 1, 2 and 3 emissions.

We focus on the main drivers of our carbon footprint to help us reach this goal.

Energy

This includes purchasing renewable energy and enhancing energy efficiency. In addition to installing LED lighting and switching off heating and cooling systems, computers, and other appliances outside office hours, we are refurbishing one of our main offices in Geneva and moving to more energy-efficient buildings when leases expire.

Business travel

We have a strict approval process for non-client travel and restrictions on air travel. We also promote responsible business travel through awareness-raising measures.

Commuting

We encourage sustainable commuting solutions and offer employees the possibility to work from home one day per week.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.