Managed Screening Service

Receive high-quality, timely ESG screening reports

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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

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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.

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High-Quality

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

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Scalability

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

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Timely Delivery

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

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Smooth Onboarding

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

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Flexible Delivery Option

Automated on-time delivery via FTP or email.

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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.  

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

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

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

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

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

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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?

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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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25+ Years ESG Expertise

500+ ESG research analysts across our global offices.

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Largest Second-Party Opinion Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

Related Insights and Resources

cop26 trending themes for investors

COP 26: A Spotlight on Emerging Climate Action Themes for Investors

Reactions to the COP26 Conference and the resulting Glasgow Climate Pact have predictably run the gamut from claims of greenwashing to the celebration of progress in the fight against climate change. Ultimately, any judgement on COP26 may be premature, as the success of the conference will best be measured in time by the extent to which commitments made are put into motion. While we wait to see the concrete actions that materialize, the past two weeks have underscored the importance of several themes that will garner increasing attention and should be considered by sustainable investors.

oil refinery GHG

The Impact and Cost of Air Pollution: U.S. Petroleum Refineries

Investors can examine to what extent petroleum refiners manage their Non-GHG Air Emissions and assess the quality of a company's programs to reduce air pollutants. For instance, examining all the petroleum refiners assessed by Sustainalytics, we observe that only 3% have a strong program to manage non-greenhouse gas emissions.

EU Action Plan SFDR

Momentum Around Principal Adverse Impact Data Remains Strong Despite SFDR Delays

Despite the shifting timelines, we observe that the market momentum around PAIs is not diminishing, quite the contrary. Investors in the scope of the regulation are using the fourth quarter of this year to get acquainted with PAI data and set up their systems. Most investors we speak with want to be prepared in time to be able to monitor PAIs throughout 2022 and adjust their portfolios to boost their PAIs (or rather limit the downside, as these are adverse impact indicators). This means that PAIs may significantly impact stock selection and portfolio construction by fund managers keen to have ‘good’ PAI scores.

energy crisis

What ESG Risks Should Investors Consider During the Energy Crisis?

As world leaders prepare to meet in Glasgow for COP26 to discuss accelerating climate action towards the goals of the Paris Agreement, an emerging energy crisis persists around the world.

Additional Ways to Access our Research

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API & Datafeed Solutions

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

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Partner Platforms

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

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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. 

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