Managed Screening Service is an end-to-end screening service that enables institutional investors to submit and receive screenings of their portfolios or universes at pre-determined frequencies, based on client selected criteria.
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Key Benefits and Features
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Customised Screening Criteria
Clients have the flexibility to choose from over 2000 screening criteria, based on different investment mandates.
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Extensive Coverage Universe
Sustainalytics research covers more than 20,000 global publicly traded companies across multiple sectors and subindustries.
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High-Quality
The screening service eliminates the risk of human error by digitizing the receipt, production, and delivery of portfolio screenings.
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Scalability
The batch screening capability facilitates the production and delivery of screenings for a selected list of portfolios.
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Timely Delivery
The managed screening service supports faster turnaround times aligned with clients’ needs.
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Smooth Onboarding
Clients can easily provide the necessary information through the portfolio submission template, sent by email or FTP.
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Flexible Delivery Option
Automated on-time delivery via FTP or email.
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User-Friendly Output
The screening results are delivered in a simple easy-to-navigate deliverable, which includes a summary of the applied screening criteria.
Implementation
Implement the negative/positive screening strategy to identify the number of companies aligned with regulatory requirements and client’s preferences.
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Screen for companies involved in specific products and activities, such as Tobacco, Thermal Coal, Oil Sands, Small Arms.
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Identify companies that derive revenue from sustainable products and services, such as Green Transportation and Renewable Energy.
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Exclude companies involved in weapons whose use have an indiscriminate and disproportional humanitarian impact on civilians, such as Cluster and Nuclear Weapons.
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Eliminate companies that breach international norms and standards, such as the UN Global Compact.
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Screen for companies involved in controversies that may pose a business or reputation risk due to the potential impact on stakeholders or the environment.
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Analyze portfolio based on other investment considerations such as risk-based ESG scores, percentage of EU Taxonomy-aligned revenues and other relevant E, S and G criteria.
Why Sustainalytics?
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A Single Market Standard
Consistent approach to ESG assessments across the investment spectrum.
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Award-Winning Research and Data
Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.
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End-to-End ESG Solutions
ESG products and services that serve the entire investment value chain.
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30 Years of ESG Expertise
800+ ESG research analysts across our global offices.
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A Leading SPO Provider
As recognized by Environmental Finance and the Climate Bonds Initiative.
Related Insights and Resources
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Additional Ways to Access our Research
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API & Datafeed Solutions
Integrate our research directly into your systems and work processes through a variety of data deliverables.
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Partner Platforms
Access Sustainalytics’ research through various partner platforms with dedicated functionalities, including Morningstar Direct, Bloomberg, Aladdin, RIMES, Markit, Factset & Style Analytics.
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Global Access
Sustainalytics’ online platform enables you to access our research through a user-friendly interface with robust screening, monitoring and reporting tools.