Combined Strategies
Your charity may wish to use a combination of positive screening, negative screening, engagement and voting to achieve a variety of objectives.
Particular SRI Strategies may be more effective and appropriate as means of achieving your Responsible Investment objectives. Combining these strategies may enable you to achieve a variety of objectives.
For example, you may wish to screen out companies or sectors that you do not want to have any involvement with, support sectors that fit with your mission and activities and engage with companies to improve their performance or practice on a particular area of concern.
These strategies can also be used at different stages of the investment process - negative and positive screens can be used at the pre-investment stage to select investments and engagement can be used at the post-investment stage, once the investments have been made.
It is increasingly common for pooled investment funds to employ a combination of strategies, employing positive and negative screens and engagement strategies.
