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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening
Type of screening
As of year end, our clients had us implement exclusionary screens across several principles, including USCCB, Tobacco, Controversial Weapons/Guns, Thermal Coal, Private Prisions, MacBride Principles, and Sudan.
Clients notify us of their desired exposure when developing investment guidelines. While the types of restrictions we implement are directed by the client, they are almost entirely ESG-related. Clients typically provide their own list, or we can provide assistance. To oversee this process, we use third-party compliance-management systems, along with an internally built system.