Portfolio Screening

Apply a selection of screening criteria to your portfolio and monitor holdings for compliance with the support of our Portfolio Screening service

KEY BENEFITS

Better manage reputational risks by identifying controversial companies in your portfolio

Fulfill client mandates and support compliance efforts without compromising your investment goals

Review your portfolio to ensure ongoing compliance with your screening criteria

Receive support from one of the most experienced client servicing teams in the industry

PRODUCT DESCRIPTION

We provide a portfolio screening service where we apply a selection of customized screening criteria to your portfolio for reporting purposes, to monitor ongoing compliance, to identify ESG leaders and laggards or to identify companies that are not longer aligned to your ESG strategy.

RELATED SOLUTIONS

Understand how ESG ratings are composed and start integrating it into your investment processes

Develop and apply ESG-related screening criteria to your investment universe and portfolios with our support

Identify companies involved in serious controversies

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