The investment universe is negatively screened to exclude specific activities. For liquid investments, appropriate pre-trade and post-trade controls are undertaken to ensure that exclusion policies and other ESG-related screening criteria are complied with at any time. We will screen each investment through a proprietary process that includes input from third-party providers.
We will not knowingly invest in companies, assets or hold securities which derive the majority of their direct revenues from the following activities:
- production of armaments;
- production of tobacco;
- production of hard spirits;
- adult entertainment;
- high impact fossil fuels.
The scope of the above restrictions is reviewed on a regular basis and our ESG Policy updated accordingly.
To read the scope of the activities excluded please click here.
For ESG related matters and information regarding ESG at GWM please contact: ESG@gwmholding.com