MSG/MAA: To the extent that a client requests a thematic ESG mandate, MAA can implement through screening capabilities from a third party data provider.
U.S. Trust: The Social Innovation screen seeks to find companies that are best-in-class across the three focus areas within the screening process: Environmental Stewardship, Human Capital Engagement, and Corporate Citizenship. We also employ a Performance Review which is designed to measure how effectively corporations implement the policies and procedures described and evaluated in the previous step, and whether the company capitalizes on external incentives for good corporate behavior. The Social Innovation screening process may be customized to meet the specific values of clients (Environmentally themed, for example). The process of customization permits changes to the Social Innovation screening process by which specific, client-directed data points are weighted more heavily than other within the screening framework. The Social Innovation screen is only applicable to the U.S. Trust Socially Innovative strategies.