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Screening for Sustainable Funds

Screening for Sustainable Funds

If you're looking for funds with a sustainability mandate, do the following:

In the Screener, search for open funds, closed-end funds, and/or ETFs and add the data point Socially Conscious.

SociallyConscious2.jpg

 

You can further refine this screen by looking for a data point called Ethical Issue Strategy Focus. This allows you to focus on funds that specifically designate themselves as ESG funds.

EthicalFocus2.jpg

 

When you add Ethical Issue Strategy Focus to your screen, you can select one or more of the following:

  • ESG Focus
  • Environmental Focus
  • Religious Focus
  • Shariah Focus

 

 

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Revision #:
3 of 3
Last update:
‎08-06-2020 01:46 PM
Updated by:
 
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