Screening is now a standard part of many financial institutions’ investment and compliance processes. But the real value of screening data goes beyond identifying whether a company is flagged. For portfolio, risk, compliance and stewardship teams, the challenge is increasingly about how to interpret those signals, apply them consistently, and evidence the rationale behind investment decisions.
This webinar will explore how financial institutions can use UNGC, Business Involvement, Controversies and Events data to support more informed portfolio construction, risk management, client reporting and governance workflows.
Rather than providing a basic introduction to screening, the session will focus on practical decision-making. We will examine how screening data can help identifying exposure to controversial activities or conduct; assess how different thresholds affect the investable universe; determine whether companies should be excluded, monitored, escalated for engagement or retained with documented rationale; and explore the use of screens in index construction including the S&P 500® Scored & Screened Index.
Join S&P Global Sustainable1 for a research-led and commercially focused discussion on how screening data can become a more strategic tool for managing portfolio risk, evidencing investment policies and supporting audit-ready governance across the investment lifecycle.
By attending this webinar, participants will learn how to:
- Move beyond simple exclusion lists
- Identify exposure to controversial activities or conduct
- Build a watchlist and escalation framework
- Support audit-ready governance and reporting
- Operationalize screening across the investment lifecycle
This webinar is designed for practitioners who want to make screening more useful in day-to-day investment and risk workflows. It will show how S&P Global Sustainable1’s screening capabilities can help financial institutions connect sustainability data to practical decisions around portfolio risk, client mandates, stewardship, regulatory reporting, investment governance and the role of indices.
If your organization is looking to strengthen its screening framework, reduce manual review burden, improve transparency and make more defensible portfolio decisions, this session will provide practical guidance and a structured approach.
