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Advice and ethical strategy
Assess the ethical level in your portfolios according to your criteria
Definiting
your ethical criteria
(exclusion criteria, ESG positive selection, social impact, thematic, Christian Social Teaching, ...)
Portfolio scree
ning (positive aspects, possible grey areas, potential for improvement; ...)
Report on the
diagnostic's results
Recommendations, monitoring and review
Recommendations
are presented to decision makers and deployment of selected recommendations.
If desired,
formalization of the ethical strategy
and monitoring
of ethical parameters and controversies
Periodic
financial
and social impact reports
How ethical are your investments?
Request a free evaluation
759 Pinewood Avenue
Marquette, Michigan
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