Touchstone Sustainability and Impact Equity Fund Sub-Advised by: Rockefeller & Co. Inc.

Rockefeller & Co. Inc.

Rockefeller & Co., Inc. (“Rockefeller”) is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, non-profits, individuals, trusts and families. Headquartered in New York City, the firm was founded in 1882 by John D. Rockefeller to manage the Rockefeller Family’s personal and philanthropic interests. It was incorporated in 1979 and has been a registered investment adviser since 1980.

“Based on our three decades of experience in integrating Environmental, Social and Governance (ESG) criteria into our investment process, we recognize that investment opportunities can be enhanced through responsible corporate citizenship and governance practices.”

- Rockefeller & Co. Inc.

Portfolio Management Team

management
David P. Harris, CFA

Investment Experience

  • Since 1991

Career Summary

  • Rockefeller & Co. Inc.
  • Stein Roe & Farnham

Education

  • MBA - Cornell University
  • BA - University of Michigan
management
Jimmy C. Chang, CFA

Investment Experience

  • Since 1994

Career Summary

  • Rockefeller & Co. Inc.
  • U.S. Trust Company of New York
  • International Business Machines Corp.

Education

  • MBA - New York University
  • BS - The Cooper Union

Funds Managed by Rockefeller & Co. Inc.