Syria Screen - RiskMetrics Online Help Files - MSCI

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Global Sanctions MethodologySyria ScreenNovember 2014Syria - Domiciled SYRIA_DOMICILED Company's headquarters are located in Syria(regardless of nation of incorporation).Syria - Totalinvestment in Syriagreater than USD20million in one yearSyria - Involvement inMineral ExtractionSyria - Involvement inNatural Gas /Petroleum SectorSyria - Involvement inPower ProductionActivitiesSyria - Pay for Mineral/ Energy rightsSyria - PropertyOwnershipSYRIA_INV_GREATER_20SYRIA_INV_MIN_EXTSYRIA_INV_NAT_GASSYRIA_INV_POW_PRODSYRIA_PAY_GOVT_MIN_ENERGYSYRIA_PROPERTYThe company's total investment in Syria is greaterthan USD $20 million in one year.Company is involved in mineral extraction activities,including, but not limited to: exploring, extracting,processing, and transporting.Company is involved in the natural gas or petroleumsector, including, but not limited to: exporting,extracting, producing, refining, processing, exploringfor, transporting, selling, or trading oil.Company is involved in power production activitieswhose purpose is to facilitate power generation inand/or and delivery from Syria. Activities include,but are not limited to: establishing power-generatingplants or hydroelectric dams, and selling or installingcomponents for such projects.Company pays the Syrian government for accessrights to mineral or energy resources.Company owns/controls property in Syria.Syria - State Owned SYRIA_STATE_ OWNED Syrian government, or any government-ownedentity, owns a 5% or greater stake in the company.Step 3The third step, if necessary, is to exclude companies from restricted lists if they have certain positive oroff-setting involvement in Syria. MSCI ESG Research tracks the following positive factors:Factor Name Column Header DescriptionSyria - PromoteHealth, Education,Journalism, Religion(Positive Indicator)Syria - Humanitarianefforts (PositiveIndicator)SYRIA_HLTH_ED_JL_RELSYRIA_ HUMANITARIANCompany whose primary operations in Syria relate tothe transfer of information (including, but not limitedto: books, newspapers and the Internet), the provisionof medicine/healthcare, or the propagation of anyreligious or philosophical belief system.Company whose primary operations in Syria arerelated to food/medicine/human services, all of whichare provided to the population with minimal or nocost.MSCI ESG Research© 2014 MSCI Inc. All rights reserved.Please refer to the disclaimer at the end of this document6 of 8msci.com
Global Sanctions MethodologySyria ScreenNovember 2014Syria - InactiveOperationsSYRIA_INACTCompany that maintains property, or renewal rights toa property, that had previously operated for thepurpose of generating revenue but is currently notbeing used for that purpose.Step 4Finally, MSCI ESG Research provides a narrative summary of a company’s involvement with Syria, whichclients can choose to include in their lists for reference:Factor Name Column Header DescriptionSyria - CompanyProfileSYRIA_PROFILEProfile of company's involvement with Syria.MSCI ESG Research© 2014 MSCI Inc. All rights reserved.Please refer to the disclaimer at the end of this document7 of 8msci.com
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Syria Screen - RiskMetrics Online Help Files - MSCI

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