Our Quality Filters are the bedrock of our equities process and rarely if ever change.
Ethical SRI Fund and client 'Ethical' mandates
The Manager, Responsible Investment has formulated filtering processes for these portfolios to identify and exclude companies that rate poorly on ethical/ESG issues, drawing on external ESG research. The portfolio managers of these strategies are subsequently prohibited from buying these companies, and must divest any such companies that fail these screens that are already held.
The Manager, Responsible Investment is responsible for ensuring these filters are up-to-date (by design) and are regularly re-run (monthly) to capture new companies and new company or external research information.
Any criteria changes are processed through a defined internal approval process and communicated to clients as needed.