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.
Key Benefits and Features
Customised Screening Criteria
Clients have the flexibility to choose from over 2000 screening criteria, based on different investment mandates.
Extensive Coverage Universe
Sustainalytics research covers more than 20,000 global publicly traded companies across multiple sectors and subindustries.
The screening service eliminates the risk of human error by digitizing the receipt, production, and delivery of portfolio screenings.
The batch screening capability facilitates the production and delivery of screenings for a selected list of portfolios.
The managed screening service supports faster turnaround times aligned with clients’ needs.
Clients can easily provide the necessary information through the portfolio submission template, sent by email or FTP.
Flexible Delivery Option
Automated on-time delivery via FTP or email.
The screening results are delivered in a simple easy-to-navigate deliverable, which includes a summary of the applied screening criteria.
Implement the negative/positive screening strategy to identify the number of companies aligned with regulatory requirements and client’s preferences.
Screen for companies involved in specific products and activities, such as Tobacco, Thermal Coal, Oil Sands, Small Arms.
Identify companies that derive revenue from sustainable products and services, such as Green Transportation and Renewable Energy.
Exclude companies involved in weapons whose use have an indiscriminate and disproportional humanitarian impact on civilians, such as Cluster and Nuclear Weapons.
Eliminate companies that breach international norms and standards, such as the UN Global Compact.
Screen for companies involved in controversies that may pose a business or reputation risk due to the potential impact on stakeholders or the environment.
Analyze portfolio based on other investment considerations such as risk-based ESG scores, percentage of EU Taxonomy-aligned revenues and other relevant E, S and G criteria.
A Single Market Standard
Consistent approach to ESG assessments across the investment spectrum.
Award-Winning Research and Data
Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.
End-to-End ESG Solutions
ESG products and services that serve the entire investment value chain.
30 Years of ESG Expertise
800+ ESG research analysts across our global offices.
A Leading SPO Provider
As recognized by Environmental Finance and the Climate Bonds Initiative.
Related Insights and Resources
ESG Data Market Gaps: 3 Areas of Interest for Investors Measuring Material ESG Risk
Many global investors already incorporate ESG factors into their evaluation of public companies across developed markets. We are now observing increasing interest in applying ESG considerations across a broader set of asset classes and regions.
The Role of Sustainable Aviation Fuel in Achieving Decarbonization by 2050
Meeting the aviation's industry's goal of decarbonization by 2050 will require a collective effort and more ambitious measures than those currently in place, including carbon offsetting, route optimization, fuel efficiency and fleet renewals that involve a shift to more eco-friendly aircraft. However, all of these measures still revolve around fossil fuels as a source of energy.
Telecom Network Outages, the ESG Risks of a Connected World
The telecom industry is exposed to several Material ESG Issues, including Data Privacy and Security, Business Ethics, Human Capital and Product Governance. Product Governance issues in the telecom industry include service quality, maintaining reliable, high-speed networks, and responding to customer billing concerns.
Additional Ways to Access our Research
Integrate our research directly into your systems and work processes through a variety of data deliverables.
Access Sustainalytics’ research through various partner platforms with dedicated functionalities, including Morningstar Direct, Bloomberg, Aladdin, RIMES, Markit, Factset & Style Analytics.