emScreen, our negative screening and analysis tool which in addition to excluding organizations that are involved in certain activities such as weapons manufacturing, tobacco, gambling etc also enables investors to create custom screens based on their Investment criteria. Customers of emScreen can set revenue / materiality thresholds to determine which investments better fit their investment criteria.
emScreen can feed information directly into major trading management software including APL, Charles River, Latent-Zero, Sentinel, Advent-Moxy, Vestmark etc. making it easy to use directly. (APL, Charles River, Latent-Zero, Sentinel, Advent-Moxy, Vestmark are trademarks of their respective owners)
At Solaron, while we cover the ten screening criteria listed here-below, we also do custom screening based on client specifications.
- Adult Entertainment
- Defense (Weapons and Non weapons military)
- Cluster bombs
- Nuclear power
- Stemcell research
- Abortion and Contraceptives
Screening is done to capture the following element:
- Are organizations involved in any of the screening criteria listed above?
- If yes, the percentage of revenue derived from involvement
emScreen™ is a powerful risk mitigation tool providing investors stability and less volatility. Most investors today have a mandate to incorporate ESG issues into investment analysis and decision-making processes; with emScreen, that mandate can be implemented effectively and reliably so as to better manage ESG portfolio risks.
emScreen™ is so designed to collect information every six months; what is more, we can provide custom reports. Equipped with this data investors can earmark securities that need to be excluded while identifying and integrating socially responsible factors into the investment analysis process.