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Implementation

Our SRI process com­ple­ments our invest­ment process at every step:

  • Screens are applied to the largest com­pa­nies in a sec­tor and region to give the finan­cial ana­lysts a good base from which to start their investigations.
  • Once the invest­ment com­mit­tee has encour­aged the scour­ing of a par­tic­u­lar sec­tor and region for invest­ment ideas, the finan­cial ana­lysts and the sus­tain­abil­ity ana­lyst work together to iden­tify poten­tial names that pass neg­a­tive screens as well as those that are inter­est­ing from a pos­i­tive screen or sus­tain­abil­ity standpoint.
  • Bor­der­line cases are dis­cussed in invest­ment com­mit­tee meet­ings and with clients for whom there could be a poten­tial conflict.

There is con­stant dia­logue and com­mu­ni­ca­tion between all mem­bers of the invest­ment com­mit­tee. These dis­cus­sions are for­mal­ized in the twice-​weekly invest­ment com­mit­tee meet­ings where the dis­ci­plines of eco­nom­ics, pol­i­tics, finan­cial analy­sis, and sus­tain­abil­ity, and their effect on invest­ments are brought together.