Investor Presentaiton
Appendix
.
Data Notes
Scoring data is not available for emerging-market (EM)
companies. To include EM companies, Aperio neutralizes the
companies' Social Scores so that the companies are neither
rewarded nor penalized.
Disclosure limitations affect scoring. Companies that do not
disclose data are given the lowest Social Score (1), penalizing a
company for not disclosing. This approach has its drawbacks, as
some issue areas may be less relevant for some industries. Also, a
company elects not to invest in disclosing.
Data may differ between US and international elements. Aperio
works to translate issue areas across regions to create an
equivalency that enables a Social Profile to be applied globally.
aperio
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