Creating screened portfolios
Screening is effective where investors have clear principles which they want to integrate into their investment decision making process. It is particularly popular amongst retail investors.
EIRIS is the market leader in the UK, where the majority of ethical retail funds use our research for screening. We have 25 years experience of working with investors to help them understand which screens work best for different markets.
Flexibility
Our flexible approach supports a huge range of screening strategies. We work with you to help you explore the practical implications of different screens and scores, helping you to select or exclude the right stocks. EIRIS Portfolio Manager (EPM) enables you to integrate financial and marketing considerations and test out different possible scoring and rating approaches before deciding on a final set of criteria.
Comprehensive
We research around 3,000 companies globally, covering over 80 different environment, social and governance issues. We also cover areas of specific ethical concern of particular relevance to retail investors, such as military involvement, tobacco production or genetic engineering. Our global research provides investors with more opportunities to find more stocks that meet a particular screen, helping them to explore new markets and opportunities. We can also provide a bespoke service for special screens and undertake extra research to meet specific client demands.
Independence
You can rely on the integrity of EIRIS data, because we exist solely to research companies and do not offer financial advice, investment management services or consultancy services to companies.
