Exclusion Criteria

Interactive Radial Tree Visualization

d3 = require("d3@7")

// Exclusion criteria data structure
data = ({
  name: "Ethical Screening",
  children: [
    {
      name: "Product-Based Exclusions",
      children: [
        {
          name: "Harm to Living Beings",
          children: [
            { name: "Meat, dairy, eggs" },
            { name: "Leather, hides, furs" },
            { name: "Animal harm equipment" }
          ]
        },
        {
          name: "Weapons & Military",
          children: [
            { name: "Weapons sales" },
            { name: "Military materiel" },
            { name: "Defense equipment" }
          ]
        },
        {
          name: "Addictive Products",
          children: [
            { name: "Alcohol" },
            { name: "Tobacco" },
            { name: "Gambling" }
          ]
        },
        {
          name: "Fossil Fuels",
          children: [
            { name: "Oil & gas extraction" },
            { name: "Refining operations" },
            { name: "Mining" }
          ]
        },
        {
          name: "Surveillance & Incarceration",
          children: [
            { name: "Consumer tracking" },
            { name: "Privacy erosion" },
            { name: "For-profit prisons" }
          ]
        }
      ]
    },
    {
      name: "Conduct-Based Exclusions",
      children: [
        {
          name: "Rights Violations",
          children: [
            { name: "Animal testing" },
            { name: "Forced labor" },
            { name: "Indigenous rights" }
          ]
        },
        {
          name: "Environmental Harm",
          children: [
            { name: "Water resource abuse" },
            { name: "Severe environmental damage" },
            { name: "Excessive GHG emissions" }
          ]
        },
        {
          name: "Governance Failures",
          children: [
            { name: "Diversity failures" },
            { name: "Security failures" },
            { name: "Gross corruption" }
          ]
        },
        {
          name: "Financial Harm",
          children: [
            { name: "Predatory lending" },
            { name: "Data exploitation" },
            { name: "Privacy violations" }
          ]
        }
      ]
    }
  ]
})

// Create radial tree
chart = {
  const width = 928;
  const height = width;
  const cx = width * 0.5;
  const cy = height * 0.5;
  const radius = Math.min(width, height) / 2 - 80;

  // Create tree layout
  const tree = d3.tree()
      .size([2 * Math.PI, radius])
      .separation((a, b) => (a.parent == b.parent ? 1 : 2) / a.depth);

  // Convert data to hierarchy
  const root = tree(d3.hierarchy(data));

  // Create SVG
  const svg = d3.create("svg")
      .attr("width", width)
      .attr("height", height)
      .attr("viewBox", [-cx, -cy, width, height])
      .attr("style", "width: 100%; height: auto; font: 12px sans-serif;");

  // Add links
  svg.append("g")
      .attr("fill", "none")
      .attr("stroke", "#555")
      .attr("stroke-opacity", 0.4)
      .attr("stroke-width", 1.5)
    .selectAll()
    .data(root.links())
    .join("path")
      .attr("d", d3.linkRadial()
          .angle(d => d.x)
          .radius(d => d.y));

  // Add nodes
  const node = svg.append("g")
    .selectAll()
    .data(root.descendants())
    .join("g")
      .attr("transform", d => `rotate(${d.x * 180 / Math.PI - 90}) translate(${d.y},0)`);

  node.append("circle")
      .attr("fill", d => d.children ? "#581c87" : "#14b8a6")
      .attr("r", d => d.depth === 0 ? 8 : (d.children ? 5 : 3));

  // Add labels
  node.append("text")
      .attr("dy", "0.31em")
      .attr("x", d => d.x < Math.PI === !d.children ? 6 : -6)
      .attr("text-anchor", d => d.x < Math.PI === !d.children ? "start" : "end")
      .attr("transform", d => d.x >= Math.PI ? "rotate(180)" : null)
      .text(d => d.data.name)
      .style("font-size", d => d.depth === 0 ? "14px" : (d.depth === 1 ? "12px" : "10px"))
      .style("font-weight", d => d.depth <= 1 ? "bold" : "normal")
      .style("fill", d => d.depth === 0 ? "#581c87" : "#374151")
    .clone(true).lower()
      .attr("stroke", "white")
      .attr("stroke-width", 3);

  return svg.node();
}

chart

About This Visualization

This radial tree shows our two-tier exclusion framework:

• Product-Based Exclusions (left): Companies engaged in harmful products or services
• Conduct-Based Exclusions (right): Companies with unacceptable conduct or governance failures

Color Legend: - Purple circles: Main categories - Teal circles: Specific exclusion criteria

For detailed policy language and implementation guidance, see our Investment Screening and Exclusion Policy.