Investment Policy Statement Wizard
Customers of SRI World Group have access to an Investment Policy Statement Wizard (see sample below).
1. Does the institution desire to screen investments for the following Corporate Governance issues?
Yes No - Women and minority representation on board of directors
Yes No - Executive compensation issues
2. Does the institution want to include a qualitative environmental screen on the following issues?
Yes No - Environment management systems
Yes No - Recycling programs
Yes No - Sustainability programs and practices
3. Does the institution want to screen its investments for the following activities with tobacco products?
Yes No - Sales of tobacco products
Yes No - Marketing of tobacco products
Yes No - Feed stocks used in the manufacture of tobacco products
2% or less
3% or less
4% or less
5% or less
10% or less