Fund Manager: KDB Asset Management (The institute of Industrial Policy Studies)
Fund Name: KDB SRI Fund (Nick name: KDB SRI Making a Good World Fund)
Launch Date: Nov-06
Screening (except economy): Ethical management, environmental performances and social responsibility
KEY Characteristics: KDB SRI Fund seeks to invest in companies that show good economic and environmental performances as well as high standard of social responsibility. The Institute of Industrial Policy Studies (IPS) undertakes research and screening activities on companies and select sets of stock portfolios based on its review on (1) the state of ethical/sustainable management of companies and (2) CSR reports published by companies. 60% or more of the fund's assets is to be allocated into equity. Some portion of the commission earned will be donated to charitable NGOs.
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