Combined strategies
Your charity clients may wish to use a combination of positive screening, negative screening and engagement to achieve a variety of objectives.
Particular SRI Strategies may be more effective and appropriate as means of achieving Responsible Investment objectives. Combining these strategies may enable investors to achieve a variety of objectives.
For example, charities may wish to screen out companies or sectors that they do not want to have any involvement with, support sectors that fit with their mission and activities and engage with companies to improve the company’s 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.
