Positive screening

Positive screening can be used to further the aims of your charity and encourage responsible business practices. It involves investing in companies with a commitment to responsible business practices, that produce positive products and services or that address environmental or social challenges.

In this section:

What is positive screening?
Forms of positive screening
Reasons for using positive screens
Ways of using positive screens
Common issues
Further information

What is positive screening?

Positive screening involves investing where there is a commitment to responsible business practices, and/or positive products and services. It is also known as support or preference.

^ back to top

Forms of positive screening

Forms of positive screening include:

  • investing in companies that sell positive products – for example educational material or essential necessities of life (food, clothing, electricity, water or housing)
  • thematic investing – investing in specific areas such as environmental technology
  • a best-in-class approach – favouring investments with best practice amongst sector peers. This approach allows sector balance within the investable universe.

^ back to top

Reasons for using positive screens

Your charity may wish to use positive screening to:

  • further the aims of your charity
  • select investments which perform well according to social, environmental and financial criteria
  • encourage responsible business practices

^ back to top

Ways of using positive screens

Your charity could

  • use the services of a research organisation to identify companies that meet your positive screening criteria
  • ask fund managers to apply positive screens to your investments
  • select a pooled fund that uses positive screens which fit with your needs

Positive screening can be used on its own or in combination with other strategies such as negative screening or engagement.

It can be applied to a range of asset classes such as equities, bonds or private equity.

^ back to top

Common issues

Issues that are a common focus for positive screening include

^ back to top

Further information

UKSIF's online training course provides guidance on selecting a positive screening approach and understanding how they are applied.

^ back to top

 

< previous page

Not what you're looking for? Email us for further help, information and advice.

You are in:
Charities

Find out why and how to invest responsibly
 
 

find out what's right for your charity

to get free information individually tailored to your charity's needs...

key publications

charity newsletter

To get regular news updates please enter your email address below...

[]