In StockRate Asset Management, we have created a mutual fund in collaboration with SDG Lead, a consultancy firm advising global companies on sustainability. This fund is named SDG Invest. SDG Invest actively assesses the potential of companies to deliver strong economic performances while proactively working to address global issues and thereby sustain an environment they can continue to be profitable in. We have a 3-step selection process. Step 1 is the financial selection, which builds on StockRate’s established StockR8 model assessing global large-cap companies on strong earnings history, high financial strength and high economic stability. Step 2 is a negative exclusion, where companies operating in oil, coal, mining, banking, weapon, alcohol, gambling, porno and tobacco industries are excluded from the portfolio with a zero-tolerance approach. Step 3 is where SDG Lead has developed a Sustainability Scorecard to measure companies on sustainability, governance and leadership. Through an established active ownership process we take fiduciary duty and in an annual impact report we measure the impact of the portfolio.