The OIP Investment Trust prohibits investment in companies that derive any of their revenue from the production of assault weapons or their components with the intent to sell, directly or indirectly, into the retail market. Investments are also prohibited in companies that are considered to have a major impact on the retail sale of assault weapons or their components, or in companies that have made recent lobbying contributions in opposition to regulations on the retail sale and distribution of firearms, including handguns.
You are here
Portfolio Screening Process
The OIP Investment Trust uses the following general categories to screens investments. The process allows the fund to exclude investments that are inconsistent with the standards that have been adopted to align asset management with faith tradition and mission. We employ the services of Sustainalytics for research on publically listed companies and this process.
Specific criteria change over time due to the evolving political and social context. The OIP leadership periodically reviews the criteria, with support from Sustainalytics, and considers whether or not revisions may be appropriate.
The OIP Investment Trust prohibits investment in companies involved in major controversies related to unethical business practices. These may include controversies over bribery and corruption, taxation (such as illegal tax evasion or aggressive tax avoidance schemes), money laundering, fraud and conflicts of interest in business dealings.
The OIP Investment Trust prohibits investment in companies whose activities contribute significantly to either the aggravation of the factors contributing to climate change and/or have not developed appropriate protocols and plans to substantially mitigate climate warming aggravating activities or reserve going forward. The OIP’s policy guidelines respect the difference between the challenges faced by companies operating primarily in developing countries from the responsibility and leadership that should be exhibited by companies primarily operating in the developed economies.
The OIP Investment Trust prohibits investment in companies involved in major controversies involving discrimination, labor rights, and working conditions - both in their direct operation and in the operations of their supply chain. This includes compensation as well as the compensation policies and practices for senior management.
The OIP is committed to respecting, promoting, and protecting human rights. The OIP utilizes, whenever possible, the principles, and research tools that have been developed to monitor and evaluate the commitments and the actions to respect, protect, and promote human rights of corporations in their portfolio. Particular attention is paid to those companies operating in jurisdictions that have been placed on a watch list or under sanctions by respected international bodies or organizations.
The OIP Investment Trust prohibits investment in companies involved in major controversies over their relationship with and/or impact on local indigenous communities. These controversies and issues include land and water rights, trespass on sacred burial and religious sites. The OIP especially focuses on the extractive industries and its relationship to the indigenous communities.