What companies do you exclude from portfolios?
Investment Strategy
Exclusions
Comprehensive overview of our exclusion criteria covering product-based and conduct-based screening.
We exclude companies involved in:
Product-Based Exclusions
- Fossil Fuels: Oil, gas, coal extraction and infrastructure
- Weapons & Defense: Military contractors and weapons manufacturers
- Factory Farming: Industrial animal agriculture
- Tobacco & Gambling: Production, distribution, and related services
Conduct-Based Exclusions
- Poor Governance: Companies with systematic ESG failures
- Human Rights Violations: Direct harm to people and communities
- Environmental Misconduct: Climate and environmental damage
- Financial Misconduct: Predatory and exploitative practices
Impact Scale
Our comprehensive screening excludes approximately 57% of S&P 500 companies, ensuring every investment meets our rigorous ethical standards.