GES Controversial

Analysis according to value based criteria

WHAT IS GES CONTROVERSIAL?

GES Controversial is an analysis according to so-called negative criteria. It enables investors to avoid investments in business activities that can be regarded as controversial on the basis of the investor's fundamental values and/or investment approach. Examples of current value based criteria are production and/or sales of:

• weapons

• tobacco

• alcohol

• pornography

• gambling

The analysis model provides the opportunity of tailor-made solutions for the client's needs.The relevant criteria are defined in detail regarding extent and application.

THE ANALYSIS PROCESS

The analysis process consists of three steps:

• Each company is classified according to the general risk level for its industry relatively to the criteria.

• If there is a risk of association to any criterion, this is clarified through an analysis of company information and other sources of relevance for the criterion.

• Any remaining uncertainties are followed up with the company and additional sources.

BASIS FOR DECISION

Exclusion of a company is recommended if the company can be significantly associated to the criteria, and the controversial business exceeds accepted maximum percentage of the company's total turnover, defined by the client.

APPLICATION

GES Controversial covers major world indexes and can be customised with additional companies.

For more information, please contact:
, President and Managing Director
, Managing Director, GES Investment Services Denmark
, Managing Director, GES Investment Services Poland
, Managing Director, GES Investment Services Switzerland