Principles-Based Screening

Embedding principles into investment choices by screening out companies involved in certain industries, products or activities is challenging to implement thoughtfully. Unrefined approaches are overly restrictive, introducing unnecessary risk. OWL’s data-driven Principles-based Screening identifies companies that are meaningfully involved in the products/activities an investor wants to avoid. 

Leveraging artificial intelligence technology, OWL ESG’s Principles-based Screening tool determines when a company’s actions materially conflicts with investors’ ethical priorities.

Apply both involvement and revenue-based thresholds to determine whether a company passes or fails a principles-based screen.

Determine if companies conduct business in countries that don’t respect human rights, demonstrate violence against their own citizens or the international community.

Discover if companies are involved in litigation or have been convicted of unlawful actions (with associated fines & penalties), involving corruption, human rights, labor, or the environment.

• Focus on your investable universe when applying principles-based screening that determines the extent of an entity’s involvement in a given activity, (for example, differentiate between companies that make alcoholic beverages and grocery stores that sell them).

Access a wide variety of screens, such as: Thermal Coal • Tobacco • Alcohol • Gambling • Animal Testing • Nuclear Power • Palm Oil • Fossil Fuels • GMO Products • Land Mines • Adult Entertainment • Fire Arms • Nuclear Weapons • Fracking

Testimonials

Broadridge
Low correlations across leading ESG data providers make OWL’s ‘wisdom of the crowd’ approach essential for normalized ESG factor identification. OWL’s approach, combined with their proven data efficacy and demonstrated ability to execute on their roadmap, drove us to select them as our ESG data partner. Combining OWL’s ESG ratings with our Fiduciary Score® helps advisors meet their fiduciary responsibilities when selecting ESG investments.
John Faustino, AIFA®, PPC®
Head of Broadridge Fi360 Solutions
Broadridge Financial Solutions, Inc.
The momentum for ESG & impact investing shows the need for transparency and analytics around this investing trend. OWL ESG is a natural fit, pairing a leading ESG data provider with our solutions to deliver wealth and asset managers timely and actionable ESG analysis on multiple investment vehicles including SMAs. OWL’s ESG metrics compliment Zephyr’s core features and competencies to help clients make better-informed investment decisions.
Chris Volpe
Head of Informa Financial Intelligence
Zephyr
Fundata
OWL’s unique approach to aggregating ESG data results in quality, robust data. This gives us excellent coverage on the global securities in our database and allows us to develop quality ESG products.
Reid Baker CERA, ASA
Vice President, Analytics & Data
FUNDATA
WisdomTree leverages OWL’s data as part of its ESG investment process in seeking to provide ESG ETFs that are truly impactful and sustainable. The dynamic, consensus-based approach to company ratings provided by OWL provides a level of objectivity that can serve as a true differentiator in this fast-changing space.
Ben Wallach
​Head of Product Development & Management
WisdomTree Asset Management
OWL’s big data based consensus ratings and fundamental insights allow us to enhance our ESG investment solutions and ESG research.
Shoichiro Aoyama
Fund Manager, Index Solution Group
Asset Management One Co.,Ltd.
OWL’s partnership approach to making ESG ratings available for our wealth management customers is truly unique. OWL has understood the unique needs of our customers and helped to deliver the ratings across individual equities and pooled funds which makes the data accessible to our customers.
Marshall Smith, CIPM
Chief Operating Officer
FirstRate

How Can We Help?

We work with all types of investment firms, corporations and fintech platforms around the world. Find out how OWL can meet your need for ESG data and analytics today.

    Insights

    Shades of Green – Can a firm stance impede progress
    ESG

    Shades of Green – Can a firm stance impede progress?

    This summer, the European Parliament endorsed the European Commission’s decision to classify investments in natural gas and nuclear power plants as climate-friendly under the EU taxonomy. For those not familiar with the EU taxonomy, it’s goal is to define which economic activities are “environmentally sustainable” to help protect investors from greenwashing and guide companies to

    Read more
    Data Security Crashes without Good Governance
    ESG

    Data Security Crashes without Good Governance

    In case we needed another reminder that ESG is not just about “E”-related things, and that there are real risks, costs, and opportunities associated with each pillar (E, S, and G), here is a prime example. It shows why the “G” in ESG – Governance – matters for companies that care about data security and cybersecurity.

    Read more
    sustainable investing
    ESG

    25 Reasons Sustainable Investing Makes Economic Sense

    ESG/Sustainable Investing has become a political issue for some, and there is a misperception that asset managers are willing to accept lower returns in order to pursue ESG goals. The truth is, while a small percentage of ESG investment funds are set up to do that (look for the word “Impact”), the vast majority do

    Read more