Evaluating Funds That Exclude Controversial Business Activities

People invest in environmental, social, and governance with different intentions, but one of the more common is to align investments with personal values. In this paper, we study funds that aim to exclude controversial business activities in their portfolios.

In this report, you will learn:
  • How to define product involvement
  • The different ways to exclude certain issuers based on their involvement in controversial practices
  • The importance of paying close attention to fund’s policies
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