Screening Support Services

Develop and apply ESG-related screening criteria to your investment universes and portfolios

KEY BENEFITS

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

SCREENING SERVICES

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.

Process Overview

Available Screens

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

BUSINESS PRACTICES

Predatory Lending & Animal Testing

PLEASE SEE PRODUCT INVOLVEMENT FOR MORE INFORMATION

RELATED SOLUTIONS

Identify companies involved in serious controversies

Identify companies involved in controversial weapons

Identify companies involved in specific product lines and business activities

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