Unity Inc conducts extensive research into selected listed companies to make sure the labour movement is represented and that any company we invest in has a portfolio that reflects social responsibility best practice.

Our research processes is:

1. Potential company names are put forward by our Portfolio Manager.
2. We begin comprehensive background research into such things as CGF SRI reports, integrated reports, company website and publications. A draft report is started.
3. Contact is made with both management and unions. Management is sent the CGF draft report for comment, and both management and union representatives/shop stewards complete a Social Analysis questionnaire.
4. We interview management, shop stewards and employees.
5. Data analysis – the company gets scored and the report is completed based on the Social Analysis questionnaires, interviews etc.
6. The report is presented to the Investment Committee (IC) for approval or rejection, which in turn makes recommendations to the Board for their feedback.
7. The Board makes a final decision and the CGF SRI report is submitted to COMANCO for endorsing and passing onto the Portfolio manager. COMANCO and the Portfolio Manager get a mandate to invest, or not.
8. The company is given a CGF SRI Executive summary.