Screening: Difference between revisions

From ACT Wiki
Jump to navigationJump to search
(Create page. Sources: Linked pages.)
 
(Add missing word 'excluding'.)
 
Line 1: Line 1:
Screening is a process of applying filters to lists of potential investments or activities, ruling borrowers, issuers in or out of contention for investment based on an investor’s preferences, values or ethics, or regulation and law.  
Screening is a process of applying filters to lists of potential investments or activities, ruling borrowers, issuers in or out of contention for investment based on an investor’s preferences, values or ethics, or regulation and law.  


In the ESG context, filters are typically based on including or certain sectors, issuers or securities based on ESG performance relative to industry peers or specific ESG criteria.
In the ESG context, filters are typically based on including - or excluding - certain sectors, issuers or securities based on ESG performance relative to industry peers or specific ESG criteria.





Latest revision as of 11:03, 1 November 2023

Screening is a process of applying filters to lists of potential investments or activities, ruling borrowers, issuers in or out of contention for investment based on an investor’s preferences, values or ethics, or regulation and law.

In the ESG context, filters are typically based on including - or excluding - certain sectors, issuers or securities based on ESG performance relative to industry peers or specific ESG criteria.


See also