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Search and filter negative issues including animal welfare, fossil fuels, human rights abuses; or positive criteria such as renewable energy, health & wellbeing or sustainable products and services. Save client preferences and portfolios.
Access our unique and innovative ESG scoring system. Analyse companies based on their performance against our comprehensive research methodology which includes environmental, social and governance related data.
Analyse UK funds which apply ethical criteria and compare approaches and policies at a glance. Download our ethical questionnaire to gauge a client's preferences and values. Streamline your ethical fund analysis.
Our expert research and analysis provides investment managers with relevant and timely information, enhancing their decision-making processes when building portfolios for clients with responsible investment mandates.
With growing numbers of clients requesting ethical options, our products are a cost-effective and flexible way to access critical insights.
We can provide you with bespoke portfolio screening services on a client-by-client basis, including advice on selection of ethical criteria and reporting on approved and excluded companies.
If you prefer to have ethical information on companies at your fingertips, or wish to provide an in-house screening service to your clients, we can provide you with access to our data in a variety of formats, including direct access to our powerful knowledge bank of online data.
Since the company was founded, our dedicated staff have been working with charities of all sizes to help create the ethically screened investment strategies and donor partnership that trustees, donors and beneficiaries can support and believe in.
Through our detailed client ethical profiling, we assess what ethical means to you as an individual investor, assisting at every step to help you understand the positive and negative issues we cover and explore how best to reflect your wishes in your investment portfolio.
Turn to us to help provide a bespoke ethical service for your clients. Screen funds based on their values and be confident in providing accurate advice. We have worked in partnership with independent financial advisors for more than 20 years.
Every year on International Women's Day a campaign theme is chosen to be celebrated and continued throughout the year, through activities and action. This year's theme is #ChooseToChallenge...
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