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Financial Advisors

Ethical Screening can enable you to satisfy your clients' ethical, responsible and sustainable investment needs. We can provide you with the tools to help them avoid activities that conflict with their values and make investments in companies whose activities make positive contributions to society and the environment.

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 biannual reporting on which companies are approved and excluded.

Our independent research covers companies from across the globe; and a diverse range of issues which concern ethical, responsible and sustainable investors. To find out more about the screening services we can provide to your clients, read more about Our Approach, and visit our Individual Investors pages.

Ethical Funds Database

Advisors can access our online database of UK ethical and positive themed funds. The database aims to cover 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.