Better manage reputational risks by identifying controversial companies in your portfolio or investment universe
Fulfill client mandates and support compliance efforts without compromising your investment goals
Align your investment universe or portfolio to your investment beliefs and values
Receive support from one of the most experienced client servicing teams in the industry
1. SCREENING CRITERIA DEVELOPMENT
Our advisory services team can help you to develop a policy and set of criteria that meet clients’ demands and regulatory requirements without compromising your investment goals.
2. UNIVERSE & PORTFOLIO SCREENING
We apply your screening criteria to a selected group of indexes or portfolios.
3. MONITOR FOR COMPLIANCE
We support your portfolio monitoring and reporting activities by periodically reviewing your portfolio to assess compliance with your screening criteria.
TRADITIONAL VALUE-BASED SCREENS
Adult Entertainment, Tobacco, Alcoholic Beverages, Fur & Specialty Leather, Gambling, Pork Products & Life Ethics
ENERGY & ENVIRONMENT
Nuclear Power, Arctic Drilling, Thermal Coal, Shale Energy, Oil Sands, Genetically Modified Plants & Seeds
DEFENSE & MILITARY INVOLVEMENT
Controversial Weapons, Military Contracting & Small Arms
Predatory Lending & Animal Testing