Environmental, Social and Governance

Exclusionary Screening

Our Guiding Principles

Systematic and transparent approach

We follow a well-defined methodology that can be flexibly applied to different use cases.

Leverage best-in-class available data

We use inputs from multiple data providers where accessible to us. This broadens our overall coverage universe, and reduces the potential biases of a single data provider.

Awareness of impact on tracking error

Our point of view is attentive to the impact on tracking error of excluded securities.

Strive for firm-wide consistency while accommodating for differences

Deviations from firm-wide consistency are made where appropriate to adapt to investment styles, national legislation, and/or market-specific norms prevalent in certain regions.