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Investment Managers

  • Do you manage portfolios for individuals, charities or trusts with ethical concerns about where their money is invested?
  • Do you manage ethically screened collective investment funds?

Ethical Screening’s services enable investors to avoid activities that conflict with their ethical values and make investments in companies whose activities make positive contributions to society and the environment. Our research and analysis covers companies from a wide range of investment regions, from the UK, Europe, the Americas and the Far East. For more information on the range of companies we cover visit our Geographical Coverage page.


Individual Client Services for Investment Managers

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. To find out more about the screening services we can provide to you and your clients, visit our Private Investors page.

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 an online database. This resource links company activities to a wide range of ethical issues, such as human rights and environmental exploitation, and enables you to screen investments according to your clients' ethical criteria. For more information on this service, visit our Company Ethics Database page.


Services for Managers of Ethical Funds

We provide a range of bespoke ethical screening services for a number of UK-based ethical funds, with UK, European, Far Eastern, and Global portfolios. Services provided to fund managers range from the development of screening criteria and production of approved and excluded company lists, to provision of customised company profiles.

If you manage ethically screened collective investment funds and are looking for a research partner to screen the portfolio, or provide you with data to enable you to carry out the screening yourselves, please get in touch to discuss your requirements.

 

For more information about our services, please contact us.