Ethical Screening

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What is Screening?

Screening is a procedure for vetting companies as part of the ethical or responsible investment process. The ethical screen is performed in addition to the financial analysis conducted as part of normal investment procedures.

Screening excludes from investment those companies whose activities conflict with your chosen criteria; and approves for investment those companies whose activities do not raise ethical concerns for you, or have positive social or environmental benefits.

In addition to identifying core activities such as the sale of weapons or tobacco, which conflict with specific ethical concerns, the research and analysis behind the screening process takes into account the positive measures, such as policies, management systems and initiatives, which are implemented by companies to mitigate their environmental and human rights impacts.

Read on to discover more about the Ethical Issues we cover and Our Research Process.


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