integrating environmental (E), social (S) and governance (G) factors into the investment process and
In the case of small & mid caps we have for many years been applying additional exclusion criteria to a number of funds, on top of the minimum requirements (no controversial weapons). Depending on the mandate, companies can be filtered out if, for example, they operate business lines such as coal mining and coal power generation, fracking, nuclear power, weapons or armaments.
Exclusion lists can be adjusted to each client's specific requirements. The standards applied to our mutual funds can be found in the relevant fund information.