‘Policies, Issues and Themes’ filter
Environmental
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| Biodiversity policy |
Mark this box if the fund has a written biodiversity policy or theme aimed at environmental protection |
| Waste management |
Mark this box if the fund has a written policy or theme on waste management |
| Energy efficiency theme |
Mark this box if the fund has an energy efficiency theme |
| Require net zero action plan from all/most companies |
Mark this box if the fund requires all or almost all of the companies it invests in to have a ‘net zero action plan’ |
| EU Sustainable Finance Taxonomy holdings 5-25% of assets |
Please only tick this box if you have calculated the proportion of fund asset that meet the Taxonomy requirements and they total 5-25% of fund assets. |
| EU Sustainable Finance Taxonomy holdings >25% of assets |
Please only tick this box if you have calculated the proportion of fund asset that meet the Taxonomy requirements and they total >25% of fund assets. |
Social
| Diversity policy (fund level) |
Mark this box if the fund has a written diversity policy – aimed at selecting companies with high standards in this area (this should ideally cover a range of issues – gender, ethnicity, disability, beliefs etc.) |
| Labour standards policy |
Mark this box if the fund has a written labour standards policy (aimed at directing investment towards companies with higher standards) |
| Fast fashion exclusion |
Mark this box if the fund excludes companies involved in the ‘fast fashion’ sector |
| UN Global Compact linked exclusion policy |
Mark this box if the fund uses the UNGC to inform where it can / cannot invest |
Ethical
| Civilian firearms production exclusion |
Mark this box if the fund has a written civilian firearms exclusion policy |
‘Approaches and Application’ filter
Approaches
| Sustainability focus |
Mark this box if the fund substantially focuses on sustainability issues |
| Encourage higher ESG standards (stewardship activity) |
Mark this box if a core element of this fund is to encourage higher ESG standards through stewardship / engagement /voting activity |
| Encourage transition to low carbon (stewardship activity) |
Mark this box if a core element of this fund is to encourage the transition to lower carbon activities through stewardship / engagement / voting activity |
| Encourage more sustainable business practices (stewardship activity) |
Mark this box if a core element of this fund is to encourage higher sustainability standards as through stewardship / engagement / voting activity |
| Focus on ESG risk mitigation |
Mark this box if a major focus of this fund is ESG related risk mitigation (i.e. not themes, exclusions etc.) |
| Strategy allows selection criteria to be altered in adverse market conditions |
Please select this filter if your fund has provisions in place that allows it to alter/soften investment selection criteria in adverse market conditions |
Impact
| Report against sustainability objectives |
Mark this box if this fund publicly reports performance against specific named sustainability objectives |
Policies in practice
| Intended for vegetarians and vegans |
Mark this box if the fund is specifically designed to be appropriate for vegetarians and vegans |
Fund features
| Passive / index driven strategy [nb reworded] |
(reworded from last year) Mark this box if use of an index directs where this fund can invest |
| Portfolio SRI / ESG options available (DFMs) |
For DFM’s & portfolio providers only: Mark this box if you offer an SRI / ESG portfolio option |
| Multiple SRI / ESG portfolio options available |
For DFM’s & portfolio providers only: Mark this box if you offer multiple SRI / ESG portfolio options |
| Bespoke SRI/ ESG portfolios available (DFMs) |
For DFM’s & portfolio providers only: Mark this box if you offer bespoke SRI / ESG portfolio options |
| Intended for investors with an interest in sustainability / ESG / ethical issues |
Mark this box if this fund is designed to meet the needs of retail investors with an interest in sustainability, ESG and or ethical issue |
| SFDR Article 6 fund / product |
If known – Mark this box if the fund is classified under Articles 6 of the EU’s SFDR (Sustainable Finance Disclosure Requirements) |
| SFDR Article 8 fund / product |
If known – Mark this box if the fund is classified under Article 8 of the EU’s SFDR |
| SFDR Article 9 fund / product |
If known – Mark this box if the fund is classified under Article 9 of the EU’s SFDR |
‘Responsible Ownership’ filter
Resources
| ESG specialists on all investment desks |
Mark this box if your organisation has one or more ESG/sustainability experts on all investment desks (all asset types) |
Stewardship and Responsible Ownership
| Company wide ‘Net Zero’ Commitment |
Mark this box if your organisation has a company wide ‘net zero commitment’ |
| Working towards a ‘Net Zero’ commitment |
Mark this box if your organisation is working towards a companywide ‘net zero commitment’ |
| Carbon transition plan published |
Mark this box if your organisation has a companywide carbon transition plan |
| ‘Forward Looking Climate Metrics’ published |
Mark this box if you have published ‘forward looking climate metrics’ e.g. implied temperature rise applying to your assets under management |
| PRI A+ rated |
Mark this box if your organisation has an A+ PRI rating |
Affiliations and Collaboration
| UN Net Zero Asset Owners Alliance member |
Mark this box if your organisation is a member of the UN Net Zero Asset Owners Alliance |
Other company features
| Inhouse diversity improvement programme |
Mark this box if your organisation has an in house (companywide) diversity improvement programme |
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Here is the link to our most recent newsletter – published yesterday.
