Ethical Screening

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Private Investors

  • Do you have a managed portfolio of shares or money to invest with a discretionary fund management service?
  • Would you like to ensure your money is invested according to your principles?
Ethical Screening's services are aimed at assisting investors who are concerned about the uses to which their money is put, to avoid activities that conflict with their ethical values and make investments in companies whose activities make positive contributions to society and the environment.

Investors using our services complete our Ethical Profile Questionnaire, and we identify companies that are suitable and unsuitable for investment according to their chosen ethical criteria. The range of positive and negative issues we look at, and the ways in which we approach them, evolve continuously to take account of feedback from clients and emerging issues. To learn more about these issues and how we deal with them visit our What is Screening? page.

We have procedures for working with your existing investment manager if you have one and, if you don’t, you can benefit from the well-established relationships that Ethical Screening has with managers already using our services.


For more information about our services contact us >>