4. Screening and exclusion
All our funds are actively managed. One requirement of each holding is that it should comply with international norms, and in particular the UN Global Compact.
All new holdings are screened with regard to international norms, and the fund portfolios are also screened twice every year. We focus on the ten principles of the UN Global Compact and how businesses should conduct themselves in terms of labour rights, human rights, environmental issues and anti-corruption.
- Regular alerts pick up on controversial events
- Lists in order systems check for excluded companies in connection with order placement, both pre-trade and post-trade
The funds also exclude certain sectors altogether, such as weapons, gambling, pornography, alcohol and tobacco.