We manage a variety of different RI strategies. ESG incorporation (bottom up, company specific incorporation of material ESG value drivers) is part of the stock selection process across all of our listed equity strategies. Within the equity offerings we have pooled and individually managed mandates that apply Ethical and Sustainable (Best of Sector) strategies.
All of our sustainable strategies have an ethical overlay with variations of exclusions across fossil fuels, tobacco, alcohol, weapons, gambling, pornography, norms-based, uranium, Red Flag incident exclusions (covers analysis of contentious, emergent and topical issues). These screens are based on a material revenue range of 0% to 10% in the specified sectors, depending on the individual strategy (*except for "Controversial Weapons - such as cluster munitions, landmines, nuclear weapons and biochemical weapons" where a zero% revenue materiality tolerance applies).
Within some of our Ethical and Sustainable strategies we have active thematic tilts towards renewable energy, energy efficiency, climate change, sustainable buildings and land use, improved health and community wellbeing.
The above strategies are used in various forms for our clients. The structure of which is customised in order to deliver investment solutions that align with the value and values objectives of our clients.