Exclusion policy
TOBAM offers a quantitative management approach which integrates socially responsible investment criteria via an exclusion list.
Applied to equity and fixed income strategies, respectively since 2007 and 2015, we are looking at Maximum Diversification® indices since 2011, this negative screening is based on the exclusion list published by the Norges Bank, a renowned investment institution and founding member of the PRI , as some other leading institutions.
This exclusion list involves controversial products ( Tobacco, Coal, Weapons ) and other controversial behaviors ( Human rights, Environment and International Laws, severe damages or breaches ).
We are committed to third parties, the industry and the investment companies as another crucial step towards the promotion and development of responsible investment.
Fossil-free focus on two strategies
TOBAM also applies a 100% fossil-fuel free approach to two of its strategies: Anti-Benchmark® Emerging Markets Equity and Anti-Benchmark® Global High Yield.
Companies with significant involvement in the production, sales or extraction of fossil fuels (including coal, coal power generation, oil and gas) are excluded from the investment universes of both strategies.
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