Managed Screening Service

Receive high-quality, timely ESG screening reports

null

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

null

Customised Screening Criteria

Clients have the flexibility to choose from over 2000 screening criteria, based on different investment mandates.  

Coverage

Extensive Coverage Universe

Sustainalytics research covers more than 20,000 global publicly traded companies across multiple sectors and subindustries.

null

High-Quality

The screening service eliminates the risk of human error by digitizing the receipt, production, and delivery of portfolio screenings.

null

Scalability

The batch screening capability facilitates the production and delivery of screenings for a selected list of portfolios.

null

Timely Delivery

The managed screening service supports faster turnaround times aligned with clients’ needs.

null

Smooth Onboarding

Clients can easily provide the necessary information through the portfolio submission template, sent by email or FTP.

null

Flexible Delivery Option

Automated on-time delivery via FTP or email.

null

User-Friendly Output

The screening results are delivered in a simple easy-to-navigate deliverable, which includes a summary of the applied screening criteria.

Implementation

Implement the negative/positive screening strategy to identify the number of companies aligned with regulatory requirements and client’s preferences.  

null

Screen for companies involved in specific products and activities, such as Tobacco, Thermal Coal, Oil Sands, Small Arms.

null

Identify companies that derive revenue from sustainable products and services, such as Green Transportation and Renewable Energy.

null

Exclude companies involved in weapons whose use have an indiscriminate and disproportional humanitarian impact on civilians, such as Cluster and Nuclear Weapons.

null

Eliminate companies that breach international norms and standards, such as the UN Global Compact.

null

Screen for companies involved in controversies that may pose a business or reputation risk due to the potential impact on stakeholders or the environment.

null

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.

Why Sustainalytics?

null

A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

null

Award-Winning Research and Data

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

null

End-to-End ESG Solutions

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

null

30 Years of ESG Expertise

500+ ESG research analysts across our global offices.

null

A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

Related Insights and Resources

twitter social icon

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.

shipping containers ocean

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.

automotive production in Ukraine

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.

diverse patients waiting

Addressing ESG Risk in a Shifting Landscape for Clinical Trial Diversity

Low diversity in clinical trials increases the risk of unforeseen side effects, only discovered after the drug hits the market, exposing patients to harm and companies to litigation.

Additional Ways to Access our Research

null

API & Datafeed Solutions

Integrate our research directly into your systems and work processes through a variety of data deliverables.

Learn More
null

Partner Platforms

Access Sustainalytics’ research through various partner platforms with dedicated functionalities, including Morningstar Direct, Bloomberg, Aladdin, RIMES, Markit, Factset & Style Analytics.  

Learn More
Global access

Global Access

Sustainalytics’ online platform enables you to access our research through a user-friendly interface with robust screening, monitoring and reporting tools. 

Learn more