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Touchstone Global ESG Equity Fund Now Touchstone Non-US ESG Equity Fund

Touchstone Investments •
Wind mills and solar panels

Touchstone Investments, a Distinctively Active fund company, announced today that the Touchstone Global ESG Equity Fund is now the Touchstone Non-US ESG Equity Fund (the “Fund”). The new name reflects an updated investment strategy to invest primarily in non-U.S. companies as well as a change in its benchmark. The Fund will remain actively managed and sub-advised by Rockefeller Asset Management, a division of Rockefeller Capital Management (Rockefeller).

The Fund seeks long-term growth of capital and invests primarily in equity securities of non-U.S. companies of any size, but generally focuses on larger, more established businesses. Investments are selected based on an evaluation of a company's sustainability practices which considers and analyzes the potential environmental, social and governance impacts and risks of a company, how well the company manages these impacts and risks and ascertains the company's willingness to improve.  

The Fund applies a bottom-up security analysis that includes fundamental, sector-based research in seeking to identify businesses that have high or improving returns on capital, barriers to competition and compelling valuations.

“ESG and sustainable investing continue to be at the forefront of many investors’ minds. We believe the change to a non-U.S. ESG Fund provides an opportunity that better aligns with investor preferences,” said Blake Moore, president and chief executive officer of Touchstone Investments. “Rockefeller has a recognized legacy of actively managing portfolios that integrate ESG research and shareholder engagement into the investment process, and we look forward to our continued relationship.”

Touchstone incorporates a sub-adviser model that offers investors access to institutional asset managers whose strategies are typically unavailable to the average investor. 

“We have long held the view that ESG integration and engagement has the potential to enhance alpha and identify risks and opportunities that traditional fundamental analysis may not uncover,” said Casey C. Clark, CFA, president and chief investment officer of Rockefeller Asset Management. 

The Fund’s tickers—TEQAX for Class A, TEQCX for Class C, TIQIX for Class Y, and TROCX for Institutional Class—will remain the same.

Learn more at Touchstone Non-US ESG Equity Fund - TEQAX, TEQCX, TIQIX, TROCX (TouchstoneInvestments.com)
 
Additionally, in connection with the update, shareholders of the Fund will receive a new summary prospectus on or about July 29, 2022 providing more information about the changes.


About Touchstone Investments
Touchstone’s commitment to being Distinctively Active has purposeful intent. Recognizing that not all mutual fund companies are created equal, we actively apply an integrated and rigorous approach for identifying and partnering with highly-skilled asset managers who act in a sub-advisory capacity. Their expertise, disciplined investment processes and employment of active management provide the differentiation required for robust portfolio construction. Touchstone offers a full breadth of investment options across styles and asset classes, including U.S. equity, international/global equity, income and multi-asset funds. The Touchstone Funds are advised by Touchstone Advisors, Inc., a registered investment adviser, and are distributed nationally through intermediaries including broker-dealers, registered investment advisers, institutions and others by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Touchstone, Touchstone Funds and Touchstone Investments are federal service mark registrations and applications owned by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone Advisors, Inc., and IFS Financial Services, Inc., are members of Western & Southern Financial Group. For more information, please visit TouchstoneInvestments.com.

About Rockefeller Management (RAM)
Rockefeller Asset Management, a division of Rockefeller Capital Management, offers active equity and fixed income strategies across fundamental, systematic, and thematic approaches 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 and ESG-integrated research, RAM professionals bring a distinctive worldview to fundamental research combining traditional and non-traditional analysis to generate unique insights and outcomes. As of June 30, 2022, Rockefeller Asset Management had $10.1 billion in assets under management. For more information visit https://rcm.rockco.com/ram.

Company contact:
Touchstone Investments

Sharon Karp

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value