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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.

Assault Weapons/Handguns

Image of a semi-automatic handgun with bullets strewn around it.

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.

Business Ethics

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.

Climate Change/Global Warming

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.

Employees

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.

Entertainment - Adult

The OIP Investment Trust prohibits investment in companies involved in the production of adult entertainment, operate adult entertainment establishments, or derive a significant portion of their revenue from the distribution of adult entertainment materials.

Environment

The OIP Investment Trust prohibits investment in companies that are involved in major controversies or incidents related to the environmental impact of their operations, the environmental impact of their contractors or suppliers, or the environmental impact of their products or services.

Human Rights

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.

Life Ethics

The OIP Investment Trust prohibits investment in companies that own and/or operate centers that provide abortion services, manufacture abortifacients, derive significant revenue from the production of contraceptives, or use embryonic stem cells and fetal tissue in any phase of their business.

Military Weapons

The OIP Investment Trust prohibits investment in companies that derive revenues from production of weapons of mass destruction and/or indiscriminate targeting, and their components, and also companies that derive significant revenue from conventional weapon production.

Tobacco

The OIP Investment Trust prohibits investment in companies that manufacture tobacco products, and those that derive significant revenue from products that facilitate the consumption of tobacco and/or from distribution and/or retail sales of tobacco.

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