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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.


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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