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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening
For the majority of our ESG investments we apply a single approach that excludes companies that violate globally recognized standards or operate in controversial business areas (with more than 10% of sales):
Clients can change and amend the screening with their own understanding of ESG investing.
The exclusionary screening we use for the majority of our ESG investments is based on the ten UN Global Compact Principles. With help from our research partners who conduct the exclusionary screenings, all companies we invest in will meet at least the UN Global Compact Principles.
The exclusionary list has been established based on international accepted guidelines, conversations with clients and past experience. It is based on the UN Global Compact Principles. In our experience the set of exclusionary criteria we use is a very good match of our clients' understandings of ESG implementation into the investment process. The criteria are regularly reviewed and changed if necessary. We inform our clients directly in a personal meeting, which usually takes place quarterly.
In addition to the systematic checks, we are informed ad hoc about changes in the investable universe by our research partners.
We will sell stocks that no longer meet the screening criteria and thus have to be excluded. The divestment will take place in a timely manner.