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Financial Advisors

  • Do you have clients who wish to invest according to their own ethical principles?
  • Would your clients benefit from a bespoke ethical screening service?

Ethical Screening's services are aimed at assisting investors who are concerned about the uses to which their money is put, to avoid activities that conflict with their ethical values and make investments in companies whose activities make positive contributions to society and the environment.

Through our detailed research and analysis we identify companies that are suitable and unsuitable for investment according to your clients' chosen ethical criteria. We can provide bespoke portfolio screen services on a client-by-client basis, including guidance on the selection of ethical criteria, and bi-annual reporting on which companies are approved and excluded.

Our independent research covers companies from a wide range of investment regions including the UK, mainland Europe, the Americas and the Far East; and the diverse range of issues which concern the ethical investor, from human rights to environmental impacts and animal welfare. To find out more about the screening services we can provide to your clients, visit our Private Investors and What is Screening? pages.

Ethical Funds Database

Advisors can also access a free online database of UK ethical and positive themed funds. The database aims to cover all onshore funds available in the UK market (with the exception of investment trusts) that operate an investment policy with ethical and/or responsible investment criteria. For more information on this service visit our Ethical Funds Database page.

For more information about our services, please contact us.