The list of exclusions is regularly reviewed by the Joint Advisory Committee on the Ethics of Investment, which meets 4 times a year and advises on exclusion criteria as well as on individual cases in whch exclusion is a possibility. This committee comprises representatives from the CFB as well as independent members. Policies are reviewed and approved by the CFB Council and Epworth Boards, which meet 6 times a year. Responsible investment is a major agenda item at every meeting.
When the criteria change, clients are informed through our quarterly SRI briefing which forms part of their normal quarterly reporting.