There are five activities we undertake as part of our responsible investment program that have a direct connection to our funds: exclusionary screening, ESG evaluation, impact investing, thematic investing, and stewardship. For a more in-depth look at these activities and other aspects of our program, such as policy work and statements of commitment, check out our Responsible Investment Policy. To find out which approaches are applied to which funds, speak with your advisor or consult our fund prospectus.
What are exclusionary screens?
Exclusionary screens are used by responsible investors to restrict certain types of companies from entering their portfolios. Investment managers create rules and parameters based the companies’ products or services, or because of their industry. Exclusionary screening, also called negative screening, is a common strategy in ESG investing.
Do you want to learn more about our exclusionary screens and other responsible investment strategies? Our responsible investment policy has more detail.
Responsible investment policy - Download (PDF)