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View ESG Intentionality and Exclusions

View ESG Intentionality and Exclusions

 To reveal a fund’s intention to incorporate specific areas of ESG impact or exclude certain industries in their investment strategy, new data points have been added. These data points can be used to build a screen or a custom column set in the Grid View.

The new data points are listed in the following table:

Note: Funds can disclose multiple attributes at once.

This broad grouping... Includes these data points...
Sustainable Investment - ESG Fund ESG Fund - Overall
  ESG Incorporation
  ESG Engagement
Sustainable Investment - Environmental Sector Environmental Sector - Overall
  Renewable Energy
  General Environmental Sector
Sustainable Investment - Impact Fund Impact Fund - Overall
  Gender and Diversity
  Low Carbon/Fossil-Fuel Free
  Community Development
  Other Impact Themes
Version history
Revision #:
2 of 2
Last update:
‎12-20-2018 09:48 AM
Updated by: