Ethical Portfolio Manager socially responsible investment software

Ethical Portfolio Manager - EIRIS SRI software
Clients can access EIRIS’ extensive company research using its unique software tool, Ethical Portfolio Manager (EPM). EPM allows investors to develop and implement socially responsible investment policies and can be used for engaging with companies, screening portfolios or selecting shares using a preference or best in class approach.

Institutional investors can use EPM directly or through their fund managers to ensure that their investments are in accordance with their ethical or socially responsible investment (SRI) policy. They can screen their investment universe according to their policy or use the research information to lobby companies to improve their policies or practices.

Ethical Portfolio Manager cuts through the complexity of researching the social, environmental, governance and other ethical performance of companies and provides you with the information that you need to make well-informed investment decisions. It helps you to analyse companies according to a wide range of social and environmental factors and allows you to experiment with different benchmarks, so that you immediately see the effects on your investment universe. Company information is updated weekly and easily accessed via the web.

The software assists in the decision-making process and provides easily accessed performance information on over 2,800 companies across Europe, North America and the Asia Pacific region.

EPM enables you to choose your analytical framework – as simple or sophisticated as you like. You also select the companies and sectors to examine and the ethical, social and environmental criteria to apply. You can select and monitor stocks based on different SRI policies for different funds but monitor them all with the same software. You can assess companies against negative and positive criteria, excluding those in certain fields or selecting others on "best of class" grounds. You can also incorporate your own in-house research. Having constructed your model universe you can then monitor its performance against your chosen financial benchmark.

The EPM software is developed and maintained internally at EIRIS and is based on Microsoft technologies (Visual Basic and Access) and is currently available for the Windows 2000, Windows XP and Windows NT operating systems.

Click here to view the Ethical Portfolio Manager brochure

To arrange a personal demonstration of the Ethical Portfolio Manager software or to discuss costs please contact Nadia Laine on 020 7840 5724 or nadia.laine@eiris.org

Other EIRIS services for investors and investment managers include Convention Watch, EIRIS Bespoke Research Reports, Country Sustainability Profiles and Corporate Ethics Overview.