The Jupiter SRI team consists of specialist Socially Responsible Investment (SRI) Fund Managers and the SRI & Governance Team of expert analysts.

The team researches and manages two screened SRI unit trust funds, the Jupiter Ecology Fund and the Jupiter Environmental Income Fund.

The team also manages the Jupiter Green Investment Trust and the Jupiter Global Fund SICAV - Jupiter Climate Change Solutions.

Key Facts:

• The team aims to deliver long-term performance by investing in companies with positive growth, supported by trends in environmental and social policies and regulations.
• The team focuses on six green investment themes: clean energy, water management, green transport, waste management, sustainable living and environmental services.
• They use a twin-track approach which combines the expertise of the specialist SRI Fund Management Team and the SRI & Governance Team.
• For 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.

Methodology

Our SRI & Governance Team:

• Assess companies to find out if they are actively improving their environmental or social performance through their products and processes.
• Focus on the key environmental or social issues that they believe have the potential to affect the company's financial performance or risk profile.
• Research companies operating within our six green investment themes. Additional research on FTSE 350 companies is also provided by external research provider, Innovest. 
• Identify suitable companies from an environmental perspective. Only then will our specialist SRI Fund Managers apply their strict investment techniques to select investments.
• Quality assessments across the research is 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