Sustainable Leaders Investment Management, LLC

Sustainable Leaders Investment Management, LLC is a registered investment adviser established in 2021, specializing in providing investment management services to exchange-traded funds and other pooled investment vehicles. The firm is employee-owned and managed by John Linnehan and Gregory LeBlanc. Sustainable Leaders offers discretionary and non-discretionary portfolio management services to institutional and individual clients, with a focus on ESG investing. The firm provides investment advisory services to exchange-traded funds and private closed-end funds, with fees based on assets under management and performance. Clients have the option for both discretionary and non-discretionary arrangements, allowing for varying levels of control over their investments. The firm's investment strategies include the SL Transition Infrastructure and Innovation strategy, focusing on clean energy and green technology sectors, and the Renewable Energy Infrastructure Private Closed-end Fund. Sustainable Leaders employs fundamental analysis and thematic approaches to security selection, with a focus on risk management and ESG criteria. The firm also offers model-based programs, exchange-traded funds, and wrap-fee programs. Sustainable Leaders does not currently charge performance-based fees and operates with transparency regarding fees and compensation structures. The firm follows a Code of Ethics, participates in proxy voting, and has implemented a Business Continuity and Disaster Recovery Plan to ensure operational resilience. Clients' privacy and data security are prioritized, with safeguards in place to protect personal information.