In June 2010, TOBAM signed the United Nations’ Global Compact and the UN Principles for Responsible Investment (UN PRI).
These initiatives reflect the company’s commitment to socially responsible values and the transparency of its investment process. By adhering to the six principles for socially responsible investment set out by the United Nations, investors pledge to take environmental, social and governance issues (ESG) into account, thus recognizing the ultimate importance of these issues for businesses and society alike.

This move further solidifies the investment practices already in place at TOBAM, where all UCITS III equity funds filter potential investments by ESG criteria, reflecting the company’s conviction that successful client outcomes and sustainable investing go hand in hand.

We took this important step to become a signatory of the PRI for a number of reasons:

- Greater transparency: by encouraging the companies in which we invest to look at their own ESG practices, we are encouraging higher levels of transparency and responsibility from the business community.

- Enhancing our existing capabilities: by becoming a signatory, TOBAM is further embedding the practices it already has in place. For example, all our existing UCIT III funds already include ESG criteria, by following Norges Bank Investment Management (NBIM) Council on Ethics recommendations and exclusions.

- Industry dynamics: signing these principles complements our commitment to promote acceptance and implementation of the Principles within the investment industry.

TOBAM uses its ownership position in companies to further its commitment to socially responsible investing and to improving corporate governance in two ways: screening its investment universes to include only stocks of companies deemed socially responsible and also by exercising proxy voting rights.

At portfolio management's discretion, TOBAM has decided to exclude companies declared as non-ethical by the Ministry of Finance of Norway (also used by Norges Bank) from its investment universes. We chose to use this list due to the high Ethical Guidelines applied to the Government Pension Fund, and also because we believe it is critical to ally with a worldwide recognised institution to guarantee the best in class SRI screening policy to our investors.
We believe that the more investors support the Ministry of Finance of Norway in its global initiative, the greater the impact of this initiative on the investment industry.

The Anti-Benchmark process is applied to the relevant investment universe (typically the cap-weighted index constituents) . Applying an SRI filter excludes blacklisted stocks from the universe and allows the optimizer to find alternative opportunities for diversification.

TOBAM uses its ownership position in companies to further its commitment to socially responsible investing and to improving corporate governance in two ways: screening its investment universes to include only stocks of companies deemed socially responsible and also by exercising proxy voting rights.

At portfolio management's discretion, TOBAM has decided to exclude companies declared as non-ethical by the Ministry of Finance of Norway (also used by Norges Bank) from its investment universes. We chose to use this list due to the high Ethical Guidelines applied to the Government Pension Fund, and also because we believe it is critical to ally with a worldwide recognised institution to guarantee the best in class SRI screening policy to our investors.
We believe that the more investors support the Ministry of Finance of Norway in its global initiative, the greater the impact of this initiative on the investment industry.

The Anti-Benchmark process is applied to the relevant investment universe (typically the cap-weighted index constituents) . Applying an SRI filter excludes blacklisted stocks from the universe and allows the optimizer to find alternative opportunities for diversification.

TOBAM uses its ownership position in companies to further its commitment to socially responsible investing and to improving corporate governance in two ways: screening its investment universes to include only stocks of companies deemed socially responsible and also by exercising proxy voting rights.

At portfolio management's discretion, TOBAM has decided to exclude companies declared as non-ethical by the Ministry of Finance of Norway (also used by Norges Bank) from its investment universes. We chose to use this list due to the high Ethical Guidelines applied to the Government Pension Fund, and also because we believe it is critical to ally with a worldwide recognised institution to guarantee the best in class SRI screening policy to our investors.
We believe that the more investors support the Ministry of Finance of Norway in its global initiative, the greater the impact of this initiative on the investment industry.

The Anti-Benchmark process is applied to the relevant investment universe (typically the cap-weighted index constituents) . Applying an SRI filter excludes blacklisted stocks from the universe and allows the optimizer to find alternative opportunities for diversification.

TOBAM uses its ownership position in companies to further its commitment to socially responsible investing and to improving corporate governance in two ways: screening its investment universes to include only stocks of companies deemed socially responsible and also by exercising proxy voting rights.

At portfolio management's discretion, TOBAM has decided to exclude companies declared as non-ethical by the Ministry of Finance of Norway (also used by Norges Bank) from its investment universes. We chose to use this list due to the high Ethical Guidelines applied to the Government Pension Fund, and also because we believe it is critical to ally with a worldwide recognised institution to guarantee the best in class SRI screening policy to our investors.
We believe that the more investors support the Ministry of Finance of Norway in its global initiative, the greater the impact of this initiative on the investment industry.

The Anti-Benchmark process is applied to the relevant investment universe (typically the cap-weighted index constituents) . Applying an SRI filter excludes blacklisted stocks from the universe and allows the optimizer to find alternative opportunities for diversification.