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
500+ 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
Why ESG Investors Follow the Elon Musk Twitter Takeover
A self-proclaimed “free speech absolutist”, Musk has criticized what he views as excessive moderation on online platforms, indicating his desire to ease Twitter’s content moderation policies and only remove content deemed illegal by governments.
Ocean Carriers Facing Increased ESG Risk Amidst Supply Chain Crisis
Maritime shipping is the most common mode of transport for global trade, with around 80-90% of the volume of international trade in goods carried by sea. Complex supply chain challenges around the world made 2021 an exceptionally challenging year for retailers, exacerbating global inflation. Still, it was also very profitable for ocean carriers and containership owners.
ESG Implications of Russia’s Invasion of Ukraine on the Automotive Industry
The Russia-Ukraine conflict has put more pressure on a sector that was already constrained by the disrupted supply chains, brought about by pandemic-induced congestions and shortages. Additionally, the surge in fuel price is already affecting customers, although it may accelerate the adoption of electric vehicles (EVs) as a side effect. However, the scarcity of minerals, which are necessary for semiconductor manufacturing, may further exacerbate the chip shortage that has afflicted the automotive industry since 2020.
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.