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Environmental, Social, and Governance

Exclusionary Screening

Exclusionary screening is the process by which investors can eliminate exposure to certain investments to align with their preferences. It can be applied to portfolios as a standalone ESG approach, or in combination with other styles, such as thematic investing or integrating ESG into the investment process.

Screening may sound simple, but the process involves a significant amount of judgment on the part of asset managers or the third party data providers with whom a manager may partner to conduct exclusionary screens.

At State Street Global Advisors, we offer our clients our own perspective on how to conduct exclusionary screening, and have developed a recommended approach. This approach represents the shared perspectives of our investment teams across active and index investment styles in equity, fixed income, and alternatives.

Our Guiding Principles

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