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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
Since the 1980s, we have used faith-based negative screens to eliminate prohibited securities engaged in alcohol, tobacco, gambling, pork processing and pornography.
Saturna applies an internally developed grading system based on ESG data from each company at the same time that it applies negative screens. This grading system was integrated into our process in 2015 and updated in 2018.
Any changes made to the funds' screening or investment objectives is sent to clients via ADV and Prospectus updates.