The Companies Portal is an online resource for responsible investment professionals, enabling investment managers to successfully align clients' portfolios with their values.

 

The portal allows you to: 

 

Understand ethical issues, ESG, positive impacts and the UN Sustainable Development Goals

 

Search and analyse companies and responsible investment funds

 

 

Review and analyse data, download client facing reports and build portfolios

 

 

Have informed conversations with clients based on their values and preferences

 

 

 

 

Powerful search tools 

Powerful search tools enable:

  • Selection of stocks by sector or geographical region
  • Filtering by ethical issue
  • Filtering by positive theme
  • Filtering by UN Sustainable Development Goals

 

 

 

 

 

ESG scores

All companies are given an ESG score. Scores are broken down to show positive and negative scores for the separate environment, social and governance components. Sector average scores are displayed alongside the company scores to enable comparison with sector peers.

 

 

 

Research narrative

The Environment, Social and Governance data is supported by key performance indicators, and underpinned by detailed research narrative in each area. Company profiles include:

  • Ethical issues relating to company activities
  • Environment, Social, and Governance metrics and analysis
  • Positive themes
  • UN Sustainable Development Goals

 

 

 

 

Clients and portfolios

The portal provides reporting tools to enable you to working with your clients, including ethical questionnaire analysis to produce approved/excluded lists of stocks; portfolio uploads and tools to find positive impact stocks.

Use the Companies Portal for direct equity, and the Funds Portal for collective investments.

 

 

 


"Their research is very thorough and accurate. It makes our analysis more efficient and gives our clients assurance that they are invested in companies that fit with their values."

Peter Michaelis, Liontrust


 

 

Why Ethical Screening?

  • Wealth of expertise – 20 years of operation, backed up by detailed proprietary research methodology
  • Approachable – our team of experts are happy to discuss findings in more detail
  • Flexible – we will work with you to provide data in a format that works
  • Client focused – understandable narrative, explaining issues and acknowledging subjectivity

 

Our clients include:

 

 

 

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