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Title:Minimum technical conditions for certification of funds with CSR principles
Date of publishing:September 20, 2011
Hits:22042
Category:Other content
Language:English
Also available in the following languages:Dutch, French

Minimum technical conditions for certification of funds with CSR principles

 

Funds with CSR principles which do not (fully-) observe the Ethibel standards are eligible for certification if the following conditions are met:

 

  1. The SRI investment criteria are detailed, clear and publicly formulated.
  2. As a minimum, criteria are formulated with regard to labour and human rights, environmental crimes and armament.
  3. There is a defined investment universe or another operational reference base which the audit can support on.
  4. Traceable and reliable sources of information are used.
  5. Forum ETHIBEL regularly screens the portfolios. There is usually one verification per quarter; for actively managed portfolios one per month.

 

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