fund managers
oekom corporate ratingcriteria
Positive Screening
The assessment of the social and environmental performance of a company as part of the Corporate Rating is carried out with the aid of over 100 social and environmental criteria, selected specifically for each industry, covering six areas:
Social Rating
 | Staff and Supplier |
| Society and Product Responsibility |
| Corporate Governance and Business Ethics |
Environmental Rating
| Environmental Management |
| Products and Services |
| | Eco-Efficiency |
Depending on the products and services it provides, each industry faces different social and environmental challenges. For this reason, oekom research makes around one-third of these criteria industry-specific. All criteria are individually weighted and evaluated and finally aggregated to yield an overall score.
The results provide a ranking of the companies examined within an industry, from which the leaders in that industry (those awarded “prime” status) are identified.
Exclusion Screening
No matter if a company is ranked as "Prime", the applying of specific criteria may lead an ethical oriented investor to refrain from investing in a company. Therefore, oekom research carries out a comprehensive negative screening in a great number of ethical controversial business fields and practices for each company. The specifications of the negative screening are described in the following list:
Controversial Business Areas
| Abortion |
| Alcohol |
| Biocides |
| Chlororganic Mass Products |
| Embryonic Research |
| Furs |
| Gambling |
| GMOs |
| Military |
| Nuclear Power |
| Pornography |
| Tobacco |
Controversial Business Practices
| Animal Testing |
| Business Malpractice |
| Child Labour |
| Controversial Environmental Practices |
| Human Rights Violations |
| Labour Rights Violations |
Here you will find an overview of the standard set of exclusion criteria which oekom research operates. Please contact us if you would like an overview of all the detailed options of exclusion criteria available.
