The Ethical Screening Portal (ESP) is an online resource for responsible investment professionals, enabling investment managers to successfully align portfolios with their clients' values.

The portal allows you to:

Understand ethical issues, ESG and positive impacts including the UN Sustainable Development Goals

Search and analyse companies and responsible investment funds

Review data, download client facing reports and build portfolios

Have informed conversations based on clients values or preferences

Interact with fund providers
Understand investment policies
Engage with clients on non-financial investment issues

Powerful search tools

Powerful search tools enable:

Selection of stocks by sector or geographical region
Filtering by ethical issue
Filtering by positive theme
Filtering by UN Sustainable Development Goals

ESG scores

For all companies the ESG breakdown shows positive and negative scores for the environment, social and governance components, and enables comparison with the average for its sector peers.

Research narrative

The Environment, Social and Governance data is supported by key performance indicators, and underpinned by detailed research narrative in each area.

Clients and portfolios

The portal provides tools to enable working with clients, including ethical questionnaire analysis to produce approved/excluded lists of stocks; portfolio uploads and tools to find positive impact stocks. Work with companies for direct equity, and funds for model portfolios.

Why Ethical Screening?

Wealth of expertise – 20 years of operation, backed up by detailed proprietary research methodology
Approachable – our team of experts are happy to discuss findings in more detail
Flexible – we will send data in additional formats and additional information
Client focused – understandable narrative, explaining issues and acknowledging subjectivity

Our clients include:

Fund database

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

For more information or a demo of the Ethical Screening Portal, please contact us (ONLINE FORM)

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