- Do you manage share portfolios for individuals, charities and trusts who express concerns about where their money is invested?
- Are you at risk of losing clients to competitors who can address these concerns?
Services for Investment Managers
We can provide you with bespoke portfolio screening services on a client-by-client basis, from advice on selection of ethical criteria, to biannual reporting on which companies are approved and excluded. To find out more about the screening services we can provide to you and your clients, visit our Private Investors and What is Screening? pages.
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 formats, including an online database. This resource links company activities to a wide range of ethical issues, such as human rights and environmental exploitation, and enables you to screen investments according to your clients' ethical criteria. For more information on this service, visit our Company Ethics Database page.
We also offer an online database of ethically screened collective investments, which enables you to match investment funds to your clients' ethical preferences. For more information on this service, visit our Ethical Funds Database page.
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