Research Process

Before investing in a company, we apply a screening process to ensure that an investee company is truly a socially responsible business. We do this by directly contacting company management and shop stewards, and requesting that they complete questionnaires, and submit any relevant reports. We supplement this information with in-house interviews and researching independent media coverage.

The resulting report, which scores a company and provides reasons and recommendations, is submitted to Unity Incorporated’s Research and Development Committee for approval or rejection, which in turn sends their recommendations to the Board of Directors for endorsement.

Through this process, we have developed a universe of shares that we deem to be socially responsible.