Fund Filters

Fund management company information

Sustainable, Responsible &/or ESG Policy:

Assessment criteria

For companies to pass the first hurdle, regional analysts identify stocks with quality management and superior earnings potential. To do this, they use their own research, direct company contacts, and valuation expectations from a variety of outside research sources.

Next, abrdn's experienced Responsible Investing team screens the companies against a number of ethical, environmental and social criteria. The team uses a list of well-researched and clearly defined criteria covering the three broad areas of ethical, environmental and social policies and practices when deciding whether to pass or fail each company.

The screening process uses negative exclusionary screening criteria and is also supported by abrdn's strong engagement approach to environmental, social and governance (ESG) issues. With negative screening, we examine companies to see if they are or have been involved in what we determine to be “areas of concern” over a defined historical period. Trends in adverse behaviour can suggest longer-term problems for an organisation. Companies failing our screening criteria are excluded from investment.

Negative screening

The fund applies negative criteria to avoid investing in companies involved in certain industries and activities that our customers are concerned with. We will avoid investment in companies involved in the activities listed below:

• Adult entertainment: companies which derive over 5% of their gross annual revenue from the production, transmission or sale of pornographic materials.
• Alcohol production: companies which derive over 10% of their gross annual revenue from the production and/or sale of alcoholic beverages.
• Animal testing: companies that test or commission tests of their products on animals.
• Poor business practices: companies with evidence of poor business practices that cause harm to society or their employees.
• Cluster munitions/anti-personnel landmines: captured by abrdn’s Controversial Weapons policy
• Poor environmental practices: companies with evidence of poor environmental practices that cause harm to society or their employees.
• Gambling: companies which derive more than 10% of their gross annual revenue from betting or gambling operations and/or from supplying gambling equipment.
• Poor human rights record: companies that
  • operate in any country with a poor record of human rights and fail to have mechanisms in place to uphold human rights
  • face continued accusations of human rights abuses, no matter where they operate
  • have been involved in controversial projects that have been linked to human rights abuses
  • are deemed to be supporting controversial regimes.

Process

Resources, Affiliations & Corporate Strategies

Investments Vector Sustainability Group:

• Amanda Young - Chief Sustainability Officer (8 years at Firm, 25 years in Industry)
• Eva Cairns - Head of Sustainability Insights & Climate Strategy (11 years at Firm, 16 years in Industry)
• Anna Moss - Senior Sustainability Analyst (12 years at Firm, 12 years in Industry)
• Ann Meoni - Senior Sustainability Analyst (8 years at Firm, 8 years in Industry)
• Elizabeth (Meyer) Chiweshenga - Senior Sustainability Analyst (9 years at Firm, 9 years in Industry)
• Nick Gaskell - Sustainability Analyst (Less than a year at firm, 7 years in Industry)
• Ziggy You - Sustainability Analyst (3 years at Firm, 3 years in Industry)
• Aidan Maloney - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
• Dan Grandage - Head of Sustainable Investments (8 years at firm, 8 years in Industry)
• Eilidh Duncan - Senior Sustainability Manager (2 years at firm, 4 years in Industry)
• Katy Grant - Senior Sustainability Manager (10 years at Firm, 10 years in Industry)
• Rachel Rotheram - Sustainability Analyst (4 years at firm, 4 years in Industry)
• Yolanda Yang - ESG BI Analyst (Less than a year at firm, 1 year in Industry)
• Maka Indorbaeva - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
• Andrew Mason - Head of Active Ownership (10 years at firm, 17 years in Industry)
• Douglas Wilson - Senior Sustainability Manager (22 years at firm, 25 years in Industry)
• Joanna Sulc - Senior Sustainability Manager (7 years at Firm, 20 years in Industry)
• Kathleen Dewandeleer - Senior Sustainability Manager (3 years at firm, 30 years in Industry)
• Nick Duncan - Senior Sustainability Manager (7 years at Firm, 25 years in Industry)
• Claire Leighton - Sustainability Manager (12 years at Firm, 12 years in Industry)
• Stuart Riddick - Sustainability Manager (3 years at Firm, 3 years in Industry)
• Katie Mint - Sustainability Support (2 years at Firm, 2 years in Industry)
• Danielle Welsh-Rose - Head of Sustainability Investment Specialists & APAC Sustainability (2 years at Firm, 20 years in Industry)
• Jamie Govan - Sustainability Director (14 years at Firm, 14 years in Industry)
• Neil Murdoch - Senior Sustainability Specialist (6 years at Firm, 16 years in Industry)
• Nicola Skrastin - Sustainability Specialist (5 years at Firm, 5 years in Industry)
• Qianlin Li - Sustainability Specialist (Less than a year at Firm, 10 years in Industry)
• Sylvain Augoyard - Sustainability Manager - APAC (Less than a year at Firm, 13 years in Industry)
• Daniel Bowie-MacDonald - Sustainability Investment Specialist (9 years at Firm, 10 years in Industry)
• Sheela Veerappan - Sustainability Investment Specialist - APAC (Less than a year at Firm, 18 years in Industry)
• Fionna Ross -Sustainability Investment Specialist & Head of Sustainability Institute - Americas (14 years at Firm, 14 years in Industry)
• Toby Grubb - Sustainability Support (1 year at Firm, 1 year in Industry)

Equity:

• Sarah Norris - Head of ESG - Equities (11 years at Firm, 12 years in Industry)
• David Smith - Senior Investment Director (10 years at Firm, 16 years in Industry)
• Jerry Goh - Investment Manager (7 years at Firm, 7 years in Industry)
• Daniel Ng - Investment Manager (5 years at Firm, 5 years in Industry)
• Andrew Risk - UK Equity ESG Analyst (Less than a year at Firm, 9 years in Industry)
• Fraser Harle - Investment Analyst (6 years at Firm, 7 years in Industry)
• Tzoulianna Leventi - ESG Analyst and Investment Analyst (4 years at Firm, 4 years in Industry)
• Jonny Salvage - ESG Analyst - European Equities (Less than a year at Firm, 4 years in Industry)

Multi-Asset:

• Craig MacKenzie - Head of SAA Research (11 years at Firm, 25 years in Industry)
• Catie Wearmouth - ESG Investment Director – Multi Asset Solutions (1 year at Firm, 23 years in Industry)
• Fiona Ritchie - ESG Investment Manager (10 years at Firm, 35 years in Industry)

Fixed Income:

• Marianne Zangerl - Head of ESG Fixed Income (7 years at Firm, 13 years in Industry)
• Nicholas Kordowski - Head of Non-Financials Research (12 years at Firm, 18 years in Industry)
• Andrew Fraser - Head of Financials Research (13 years at Firm, 31 years in Industry)
• George Westervelt - Head of US HY Research (13 years at Firm, 23 years in Industry)
• Julien Martin - Head of Euro HY Research (9 years at Firm, 17 years in Industry)
  Paul Lukaszewski - Head of Asian Corporate Debt & Emerging Market Credit Research (11 years at Firm, 21 years in Industry)
• Matthew Kence - Investment Director (12 years at Firm, 19 years in Industry)
• Josef Helmes - Investment Director (10 years at Firm, 21 years in Industry)
• Mark Munro - Investment Director (9 years at Firm, 16 years in Industry)
• Samuel Bevan - Investment Manager (10 years at Firm, 10 years in Industry)
• Henry Loh - Investment Manager (8 years at Firm, 8 years in Industry)
• Emilia Matei - Investment Analyst (7 years at Firm, 7 years in Industry)
• Kate McGrath - ESG Analyst - Fixed Income (3 years at Firm, 3 years in Industry)
• Scott McQuiston - ESG Analyst - Fixed Income (2 years at Firm, 2 years in Industry)
• Khashayar Lotfizadeh - Global Head of Quantitative Analytics (8 years at Firm, 8 years in Industry)
• Samuel Grantham - Investment Director (9 years at Firm, 9 years in Industry)
• Thomas Leys - Investment Director (9 years at Firm, 10 years in Industry)
• Jonathan Mondillo - Head of Municipals (4 years at Firm, 17 years in Industry)
• Nicole Lim - Investment Analyst (1 year at Firm, 5 years in Industry)
• Curt Starer - Investment Director (15 years at Firm, 22 years in Industry)
• Janaka Nanayakkara - Investment Director (7 years at Firm, 15 years in Industry)
• Albane Poulin - Head of European Private Placements (7 years at Firm, 10 years in Industry)
• Eliza Uphadya - Lending Manager (6 years at Firm 6 years in Industry)

Dialshifter

Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…

 abrdn strongly supports the objectives of the Paris Agreement. We are committed to playing a constructive role in the decarbonisation of the global economy and serving the long-term interests of our clients. We have developed a business-wide approach to support the goals of the Paris Agreement based on five principles:

• Public policy advocacy
• Rigorous climate scenario analysis
• Responsible stewardship
• abrdn net zero real estate commitment
• Reporting: tracking carbon and climate solutions

Further information on these principles and our approach to Paris alignment is available here: