Our systems receive the screening data regularly and systematically prevent investments which do not meet client and/or portfolio guidelines. Criteria can be based on business involvement, impact monitoring and other indicators when requested by clients in segregated mandates. These include but are not limited to: environmental controversy, global defence/weapons, animal abuse, human life, nuclear, traditional sin restrictions, country involvement and violations of laws and regulations. For some ESG portfolios, screening takes place based on a severity based rating scale, for example, a 5% revenue threshold.
We also manage client accounts seeking positive social benefit using a best-in-class approach, buying corporates with ESG scores of average or better and investing in SSA and securitized issues on thematic grounds including Green Bonds and securitized bonds focused on providing financing for low income housing, for example.