ESG & Ethical Screening
Learn about our environmental, social, and governance screening process and ethical investment criteria.
How do you screen companies for ESG compliance?
We use a comprehensive screening process that evaluates environmental, social, and governance factors. Our approach excludes companies involved in activities that cause preventable harm while identifying businesses that contribute to …
Read Full Answer
How do you screen companies for ESG compliance?
+
How do you screen companies for ESG compliance?
+We use a comprehensive screening process that evaluates environmental, social, and governance factors. Our approach excludes companies involved in activities that cause preventable harm while identifying businesses that contribute to positive outcomes.
Can I exclude certain stocks from my portfolio?
+
Can I exclude certain stocks from my portfolio?
+Yes, we can accommodate client-specific exclusions on a case-by-case basis. We prefer to incorporate client ethical concerns into our overall strategy so that all clients can benefit from enhanced screening.
What makes you different from other ESG funds?
+
What makes you different from other ESG funds?
+We focus on companies that actively contribute to positive outcomes rather than just avoiding negative ones. Our screening is more comprehensive and we maintain concentrated, high-conviction portfolios.
Quick Navigation
Still Have Questions?
Can't find what you're looking for? Our team is here to help.