Defining the approach
Exclusionary screening, also known as negative screening, is the process of removing those sectors, industries or companies whose activities or practices are inconsistent with an investor’s values, standards or norms. For example, exclusionary screens may include tobacco, weapons, gaming, alcohol or nuclear power.
Investors can approach exclusionary screening in a variety of ways, across sectors, industries or companies. To help align your portfolio with your values, we offer:
- Exchange-traded funds
- Mutual funds
- Separately managed accounts
Case Study: Envisioning a world of peace*
The head of a family office was concerned that his portfolio might include—now or in the future—investments in companies that seek to earn revenue from the manufacture or sale of firearms.
PORTFOLIO GOALS: To direct his investments away from firearms and toward more socially responsible companies and industries.
OUR APPROACH: Investment guidelines were created to exclude weapons manufacturers. Existing holdings were sold, and investments were redirected to companies that promoted social causes.
*All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as recommendations. They are based on current market conditions that constitute our judgment and are subject to change. Results shown are not meant to be representative of actual results. Past performance is not a guarantee of the future performance of an investment.