Exclusionary ESG Screening
While ESG integration is systematically employed across investment strategies, some clients have specific ESG objectives for their portfolios. Boston Trust Walden works with clients to translate their ESG priorities into individually tailored investment portfolios. We have over four decades of experience building portfolios to meet values-based objectives.
We achieve this in three ways:
1. Products & Services Assessment. We exclude companies that generate a certain threshold of revenues from, or are market leaders in, prohibited products and services.
2. ESG Performance Analysis. One of the core strengths of our in-house team is its ability to assess company performance beyond standard screens. Our analysts seek to understand the company's products and services and evaluate overall performance in four broad categories: corporate governance, human capital management, and environmental and community impacts. Analysts assess performance trends relative to established goals, performance relative to peers, accountability and disclosure, and impacts on stakeholders.
3. Unique Client Guidelines. When meeting with clients, we seek to understand and prioritize their ESG objectives and build a portfolio that meets their criteria. Thoughtful portfolio management is a hallmark of our approach.