Exclusions Policy | Lord Abbett `
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Exclusions Policy

Controversial Weapons

As a responsible investor, Lord Abbett is committed to supporting and upholding conventions that seek to ban the production of controversial weapons. We, therefore, seek to exclude investment in private or public companies involved in the production, development, sale or maintenance of controversial weapons. For purposes of this Policy, we define controversial weapons as:

  • Anti-personnel Mines — as defined by the 1997 Ottawa (Mine Ban) Treaty.
  • Biological and Chemical Weapons — as defined by the 1972 Biological and Toxin Weapons Convention and the 1993 Chemical Weapons Convention.
  • Cluster Weapons — as defined by the 2008 Convention on Cluster Munitions

Lord Abbett has entered into an agreement with an independent, global, third-party ESG research firm to identify companies deemed to be involved in the production, development sale or maintenance of controversial weapons. This information is supplemented with our own proprietary fundamental research. Implementation of our Controversial Weapons Exclusion Policy is managed by our internal Compliance Department. Investments in companies deemed to be involved in controversial weapons are restricted on a pre-trade basis. This Controversial Weapons Exclusion Policy is applicable to all Lord Abbett Funds domiciled in Europe.

Other Exclusions

Lord Abbett is committed to complying with all economic sanctions issued by the United States Department of the Treasury – Office of Foreign Assets Control (“OFAC”). Investments in Individuals groups or entities deemed Specially Designated Nationals and, thus, subject to OFAC’s sanction lists, are restricted on a pre-trade basis. These restrictions are applied across all investment portfolios and products.

Appendices

Engagement Policy
Authentic integration of ESG considerations into our investment processes requires active ownership.

 

Corporate Governance Guidelines
Lord Abbett believes that companies with strong corporate governance practices are better positioned for long-term success.

Appendices

Corporate Governance Guidelines
Lord Abbett believes that companies with strong corporate governance practices are better positioned for long-term success.

Engagement Policy
Authentic integration of ESG considerations into our investment processes requires active ownership.

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