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.
Our Ethical Funds Database is developed with the support of: