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Investment Policy Statement Wizard


Customers of SRI World Group have access to an Investment Policy Statement Wizard (see sample below).

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1. Does the institution desire to screen investments for the following Corporate Governance issues?
    Yes No - Independent board
    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 - Product design/life cycle
    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 - Manufacture of 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
4. Please indicate the threshold percentage of tobacco products sales a company must exceed before it is excluded as a possible investment by the institution:
    1% or less
    2% or less
    3% or less
    4% or less
    5% or less
    10% or less
    over 10%

 

 
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