ESG Data Guide 2023

Ethical Screening - Sustainable Funds Portal

Data category

  • Environmental data
  • Governance data
  • Rankings
  • Ratings
  • Social data

The data offers solutions for:

Investment decisions and portfolio insight

Who are the data users?

  • Financial institutions
  • Investors
  • IFAs

Brief description of the data offering

The Sustainable Funds Portal is a free-to-use database of UK funds that apply ethical exclusions, ESG and impact aligned investment criteria.

Free for investment professionals, the portal allows you to:

  • Search for responsibly managed funds using our client friendly ethical questionnaire
  • Use our innovative rating system to find the most suitable responsibly managed products for your clients
  • Identify ethical criteria to exclude or include particular activities, according to your clients' preferences
  • Interact with fund providers, understand investment policies and engage with clients on ethical investment issues

Where and how do you source your data?

We have a dedicated and highly qualified team of researchers who collate information from many sources to build an accurate picture of a Fund's policies and objectives. Funds are assessed using the publicly available documentation from the fund, and our proprietary methodology. A questionnaire can also be provided to the fund provider.

What is the cost for your data offering?

Access to the Portal is available to regulated individuals and firms, including IFAs and Investment Managers. The Funds Portal is free to use for the end user, supported by partnerships with fund providers.