Investment Managers

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, reporting on approved and excluded companies, and reporting on positive impacts associated with portfolio holdings.

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 made-to-measure formats that integrate with your existing processes and systems.

Our online databases

Our online Company Database links company activities to a wide range of ethical issues; ESG data; and sustainability assessments, including analysis of contributions to the UN Sustainable Development Goals. The database enables the screening of investments based on your clients’ ethical and sustainability criteria; and the production of reports in a variety of formats.

Our database of UK ethical and positive themed collective investments aims to cover onshore funds available in the UK that have investment policies with ethical, responsible or sustainable investment criteria. Our innovative rating system enables you to cut through greenwash and examine a fund's true aims and approach.

 

If you are an investment manager with clients concerned about where their money is invested, get in touch to find out how we can help you provide ethical and sustainable investment services, and tap into the ever-growing market for responsible investment.


 

 

Investment managers using our services include:


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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, Asia-Pacific, and Global portfolios.

The data generated by our research and analysis processes covers all the traditional ethical investment issues, such as alcohol, tobacco, armaments, gambling; along with more contemporary concerns such as climate change and supply chain human rights impacts. Our data on sustainable investment themes and the UN Sustainable Development Goals enables us to help you assess and report on the positive impacts of your fund portfolios.

Our services for fund managers include:

  • Development of screening criteria
  • Bespoke research on ethical, ESG, and sustainability issues
  • Production of approved and excluded company lists
  • Development and provision of customised company profiles

If you are an investment manager with clients concerned about where their money is invested, get in touch to find out how we can help you provide ethical and sustainable investment services, and tap into the ever-growing market for responsible investment.


 
Fund managers using our services include:
 
 
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Charities & Trusts

Donors and beneficiaries expect the objectives of the charities they support to be reflected in their investment policies and practices. Ethical Screening can help you meet those expectations while complying with the Charity Commission’s guidelines on the extent to which such policies can accommodate ethical considerations.

We have been working with charities for more than 20 years. Our wide experience of working with boards, trustees and investment managers to facilitate ethical, responsible and sustainable investment processes, enables us to help build charity profiles that donors and beneficiaries can continue to trust and support.

We can help you:

  • Clarify why you are considering ethical investment
  • Develop an ethical investment policy
  • Identify conflicts with your charitable aims and objects in existing portfolios
  • Work with your investment manager to ensure your policy is implemented
  • Regularly review your policies and portfolio to ensure your expectations are being met
 

If you are a charity trustee or finance manager and are concerned that the activities of companies with which you associate might conflict with your charitable aims, please get in touch to discuss how we can help you protect your values and reputation.


 

 

Charity clients using our services include:

 

 

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Financial Advisors

We identify companies that are suitable and unsuitable for investment according to your clients’ chosen ethical criteria. We can provide bespoke portfolio screening 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

 

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, responsible and/or sustainable investment criteria. Our innovative rating system enables IFAs to cut through greenwashing and examine a fund's aims and approach.

 

 

If you are a financial advisor whose clients have concerns about where their money is invested, register to use our database of ethically screened and positive-themed funds, or get in touch to find out what we can do for you and your clients.


 

 

Our Ethical Funds Database is developed with the support of:

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Individual Investors

Ethical Screening can help you to identify and invest in companies whose activities make positive contributions to society and the environment, and avoid activities that conflict with your ethical values.

Through our Ethical Profile Questionnaire, we assess what ethical means to you as an individual investor, assisting at every step to help you understand the issues we cover and explore how best to reflect your concerns in an investment portfolio. We have procedures for working with your existing investment manager. If you don’t have a manager, you can benefit from the long-standing relationships we have with managers already using our services.

 

 

If you have concerns about the social and environmental impacts of the companies in which you invest, get in touch to find out how we can help you to structure your portfolio so that it contributes to social and environmental sustainability, and avoids the activities that conflict with your principles.


 

 
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