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how it works

All our securities products are screened for environmental, social, and governance issues.

We use positive and negative screening techniques to personalize portfolios for individual clients. 

what we screen for

environmental 

Environmental criteria may include a company’s energy use, waste, pollution, natural resource conservation, and treatment of animals. The criteria can also be used in evaluating any environmental risks a company might face and how the company is managing those risks. For example, are there issues related to its ownership of contaminated land, its disposal of hazardous waste, its management of toxic emissions, or its compliance with government environmental regulations?

  • RESOURCE MANAGEMENT

  • EMISSIONS REDUCTION

  • CLIMATE CHANGE

  • ENVIRONMENTAL ACCIDENTS

  • RISK MITIGATION

  • GREEN ENERGY INITIATIVES

  • FOSSIL FUEL USE

  • SUSTAINABLITY

social

Social criteria look at the company’s business relationships. Does it work with suppliers that hold the same values as it claims to hold? Does the company donate a percentage of its profits to the local community or encourage employees to perform volunteer work there? Do the company’s working conditions show a high regard for its employees’ health and safety? Are other stakeholders’ interests taken into account?

  • HEALTH AND SAFETY

  • HUMAN RIGHTS

  • COMMUNITY RELATIONS

  • SUPPLY CHAIN MONITORING

  • ANIMAL WELFARE

  • LGBTQ+ RIGHTS

  • RACIAL & ETHNIC DIVERSITY

  • CONSUMER PROTECTION

governance 

With regard to governance, investors may want to know that a company uses accurate and transparent accounting methods, and that stockholders are given an opportunity to vote on important issues. They may also want assurances that companies avoid conflicts of interest in their choice of board members, don't use political contributions to obtain unduly favorable treatment and, of course, don't engage in illegal practices.

  • SHAREHOLDERS' RIGHTS

  • EXECUTIVE COMPENSATION

  • VISION

  • ACCOUNTABILITY

  • PERCENTAGE OF WOMEN ON BOARDS

  • EMPLOYEE COMPENSATION

  • MATERNITY LEAVE & PARENTAL RIGHTS

research methods

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Other tools used to screen investments include information from non-profit organizations, many engaged in shareholder advocacy. With these tools we can screen for LGBT issues, animal rights, guns, deforestation, gender equality issues, carbon footprint, and more.

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