Criteria i |
| Strengths |
Screening Approach |
| · The fund indicates the explicit criteria for screening decisions. |
| · The fund applies social screening first, then financial screening. | |
| · If the fund applies negative screening it totally excludes investments in certain activities, not allowing restricted investment, which means, avoiding only poorer performers in those activities. | |
| · The fund takes into account not only direct but also indirect infringement of screens. | |
Advocacy & Public Policy |
| · The fund has a proxy voting policy and discloses voting practices and reasoning for decisions. |
| · The fund sponsor/co-sponsors shareholder resolutions. | |
Research process |
| · The fund presents a description of its SRI research methodology and process. |
| · The fund has its own internal research team composed by experts in SRI analyzing company activities in order to indentify suitable investments. | |
| · The fund uses external research expert providers such as rating agencies to get that information. | |
External Control |
| · The fund is engaged in an ethical external audit periodically. |
Manager’s SRI competence |
| · The fund provides information about the SRI education of the fund manager. |