how we can help you

Screening and Engagement

 

Screening and engagement

We develop tailored screening approaches for listed portfolios, and support engagement strategies with portfolio companies.

How we can help you:

  • Customised screening frameworks

  • Engagement strategy development and support for expressing values through direct dialogue with companies

Working with specialist implementation partners, we help clients express their values through screening and corporate engagement. Our solutions are designed to reflect client values while maintaining investment objectives, with particular expertise in supporting faith-based organisations and values-driven investors with screening of their portfolios to exclude misaligned companies, and engagement that drives improvements in corporate behaviour.

 
 
 
 

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