In this webinar we will explore screening approaches and how to create effective exclusion criteria. The discussion will also highlight the pros and cons of climate screening. Participants will gain an understanding of how diverse approaches to ESG screening are applied in live portfolios.
Topics covered will include:
• why screening is used in portfolios;
• how to choose a screening approach by type (e.g. positive, negative, norms-based) or theme (e.g. climate, human rights);
• which trends are driving industry practice and how are they influencing engagement;
• how asset owners think about screening when designing investment mandates; and
• how asset class considerations and data challenges can be considered during screening.