Supplement to the

Brokerage and Investment Management Portfolio

April 29, 2022

Summary Prospectus

The following information replaces similar information found in the "Fund Summary" section under the "Portfolio Manager(s)" heading.

Charlie Ackerman (Co-Portfolio Manager) has managed the fund since 2018.

Pierre Sorel (Co-Portfolio Manager) has managed the fund since 2023.

BRO-SUSTK-0423-102 1.9886532.102 April 5, 2023