AIMCo's ESG screening criteria are broadly established based on investment restrictions stipulated in client's statements of investment policy and government regulations. Specific screening parameters for industries are created by the RI team and approved by the RI committee internally. These criteria help inform this portion of the exclusions list. Tobacco, cluster munitions, and federally mandated screens are implemented as part of our internal fundamental screening process. AIMCo regularly meets with clients to give investment updates, including updates with respect to investment exclusions.
AIMCo's exclusions lists for industries are updated quarterly. Statutory Investment Restrictions criteria are obtained from the federal government which inform updates to the Exclusions Guidelines on a rolling basis. The latest investment Exclusions Guidelines are also made publicly available on AIMCo's website.