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Compliance & Screening Solutions

Align to client mandates with our ESG screening solutions

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Sustainalytics provides a suite of ESG screening solutions to enable the creation of investment universes that comply with client mandates and regulatory requirements. Our product suite includes a range of solutions covering:  

  • Controversies research and screening tools 

  • Norms-based screening 

  • Defense research  

  • Sustainable products research and screening

Sustainalytics’ Compliance & Screening Solutions 

Controversial Product Involvement

Controversial Product Involvement screening identifies companies involved in a range of products, services or activities that investors typically look to avoid , including tobacco, animal testing, pesticides, small arms, predatory lending and more. Investors can use this research to align investment universes to client mandates and regulatory requirements. 

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Global Standards Screening

Sustainalytics’ Global Standards Screening assesses companies' impact on stakeholders and the extent to which a company causes, contributes or is linked to violations of international norms and standards (as defined by the UN Global Compact).

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Controversies Research

Leveraging smart technologies, we monitor more than 60,000 media sources on a daily basis to identify ESG-related incidents. These incidents are assessed through a materiality framework that considers the severity thereof, the corporation’s accountability and whether they form part of a pattern of corporate misconduct.

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Impact Metrics

Part of our Impact Solutions, Sustainable Products Research can be used as a positive screen to identify companies that derive revenue from sustainable goods and services.

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Managed Screening Service

Managed Screening Service is an end-to-end screening service that enables institutional investors to submit and receive screenings of their portfolios or universes at pre-determined frequencies, based on client selected criteria.

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Global Access

Through our user-friendly investor platform, investors can screen portfolios on various ESG criteria derived from our screening research products.

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Why Sustainalytics?

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A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

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Award-Winning Research and Data

Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.

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End-to-End ESG Solutions

ESG products and services that serve the entire investment value chain.

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30 Years of ESG Expertise

800+ ESG research analysts across our global offices.

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A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

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In this article we define ESG materiality and highlight what investors need to know when considering the materiality of ESG issues in their investment portfolios.

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Inconsistent Definition of ‘Sustainable Investments’ Across EU Regulations Could Cause (Unintentional) Greenwashing

The absence of clear parameters to support the regulatory definition of sustainable investments has pushed market participants to make judgment calls leading to diverging investor approaches.

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