Institutional Shareholder Services Inc. - Fund Screening
What data do you provide?
ISS ESG offers Fund Screening based on its entire suite of screening and rating services, allowing large scale monitoring of funds on the basis of clients’ underlying holdings. ISS ESG’s Fund Screening allows flexible screening of multi-level fund holdings, fully extendable to underlying fund-in-fund structures. Fund Screening identifies and calculates the aggregated weight of single or entire fund portfolios’ holdings in companies identified to be in breach of certain criteria.
Fund Screening can be applied to identify corporate performance in relation to a tailored set of underlying screening and rating criteria. This includes:
- Carbon Footprint Data
- Norm-Based Research
- Controversial Weapons Screening
- Sector-Based Screening
Where and how do you source your data?
ISS ESG’s Fund Screening data is based on basic mutual fund and securities information gathered from external data sources.