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 Excluding entire sectors, companies or countries from a fund or portfolio based on ESG criteria, moral or ethical views, or religious beliefs.


 Align investors’ money with their perception of ESG risk or broader beliefs, and to mitigate ESG risks as investors exit ‘sin’ stocks, such as tobacco or gambling companies.


Our proprietary exclusion list – or screen – is updated on a quarterly basis, and incorporates investors’ bespoke ESG preferences. The exclusion list includes companies:

  • Identified by EOS, our in-house stewardship team, as being involved in providing controversial weapons
  • Generating more than 10% of their revenue from the gambling, tobacco, logging, nuclear energy or armaments industries
  • With a High Severity rating for environmental and social risks in the EOS Controversial Companies report