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Investment Managers

Ethical Screening's services enable you to satisfy your clients' desires to achieve their ethical, responsible and sustainable investment goals - making positive investments in companies whose activities contribute to society and the environment and avoiding those whose activities conflict with their values.

Client-Centred Screening Services

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 Individual 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:

  • Our online Company Ethics Database links company activities to a wide range of ethical issues; environmental, social and governance (ESG) data; and sustainability assessments. The database enables you to screen investments according to your clients' ethical criteria and produce reports in a variety of formats.
  • We can package our data into bespoke files to feed into you back-office systems, helping you to build integrated solutions to all your clients' needs.
  • We also have an online Ethical Funds Database which profiles ethically-screened, and positive-themed collective investment funds, enabling investment managers to search and select funds according to the ethical screening criteria which those funds apply to their portfolios.

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 portfiolios. Services provided to fund managers include:

  • Development of screening criteria;
  • Bespoke research on ethical, ESG, and sustainability issue;
  • Production of approved and excluded company lists;
  • Development and 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.