At Jupiter, we have been running green and socially responsible investment (SRI) funds for over 20 years. This has enabled us to develop a leading knowledge of corporate environmental, social and governance performance. Our team is made up of specialist green and SRI fund managers and the Green and SRI Research Team of expert analysts. This team researches and manages two ethically screened green and SRI Unit Trusts, namely the Jupiter Ecology Fund and the Jupiter Environmental Income Fund. We also research and manage the Jupiter Green Investment Trust and the Jupiter Climate Change Solutions Fund (SICAV).

• We aim to deliver long-term performance through investing in companies that have positive growth supported by trends in environmental and social policies and regulations.
• Our twin-track approach combines the specialist SRI Fund Management Team, focused on financially led stock selection, and the Green & SRI Research Team with a pro-active approach to environmental, social and governance research.
• For our ethically screened SRI funds, the Jupiter Ecology Fund and the Jupiter Environmental Income Fund, our rigorous approach to company selection is combined with a range of ethical exclusions. Companies must meet both financial and socially responsible criteria to be eligible for investment.
• We focus on investing in companies that are providing solutions for environmental and social problems as well as those which are actively managing their environmental and social impact. This has led to six green investment themes: clean energy, water management, green transport, waste management, sustainable living and environmental services. We believe that the companies that fit into these themes will benefit from growing markets and be among market leaders in future years.
• For companies that do not naturally fit into our green investment themes, we look at how they manage their key environmental and social issues on a sector basis: good governance companies.

Methodology

Our SRI & Governance Team:

Our Green and SRI Research Team assess companies to find out if they are actively improving their environmental or social performance through their products and processes. We focus on the key environmental or social issues that we believe have the potential to affect the company's financial performance or risk profile. Additional research on the FTSE 350 companies is provided by external research provider RiskMetrics.

Once we have identified suitable companies from an environmental perspective, our specialist SRI fund managers apply strict investment techniques to the selection of investments. Companies must meet both financial and socially responsible criteria prior to investment.

Quality assessments across the research are cross-checked internally by the SRI & Governance Team. All research is overseen by the Head of SRI & Governance. Jupiter's Compliance Department also carries out regular checks to ensure that the Funds' holdings comply with the Funds' SRI criteria.

Our authorised unit trusts must adhere to the regulatory investment powers, but for other funds we set our own risk parameters controlling exposure to individual stocks, sectors and biases within the portfolio and we agree client determined constraints on a case by case approach.

Links:
 Six Green Investment Themes
 Twin-track Approach
 Jupiter Ecology Fund
 Jupiter Environmental Income Fund