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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening
We have one client where we apply screening to their account. This is a client directive, where the client provides the list of securities to be screened. The client uses 3rd party data to determine the list.
Our client has a list on their website of all excluded companies and they notify us when it has been updated. We then use this list to cross reference the client portfolio holdings to make changes.