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Environmental, Social and Governance

Exclusionary Screening

Exclusionary screening 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 they partner to conduct exclusionary screens. 

At State Street Global Advisors, we believe it important to offer our clients our own perspective on how to conduct exclusionary screening, and to approach this process with the same rigor that guides all of our work. 

We have developed a recommended approach to exclusionary screening in ESG portfolios. This approach represents the shared perspectives of our investment teams across active and index investment styles in equity, fixed income, and alternatives.

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