ESG Screens: 40 screens of every company and fund in our database. Includes screens such as alcohol, gambling, fossil fuel, nuclear, coal, pork, interest-bearing debt, music, abortion, genetic engineering, etc.
Pricing options:
Personal* use $100 / month *Personal use means use by non-professional traders and investors for personal activities, and does not include usage for any professional position or association. Does not allow use of data to construct a financial product such as an index or SMA. All use of Ethos data is subject to the Ethos License Terms.
Commercial* use $200 / month *Commercial use means use for any professional trading or investing. Not for public display and does not allow use of data to construct a financial product such as an index or SMA. All use of Ethos data is subject to the Ethos License Terms.
Values-based investing screens
The following screens are available to help ensure your portfolio is aligned with your values. Select the screens you would like to use and we will prepare an updated portfolio proposal that excludes those investments. Please see definitions for each screen on the following pages.
Environment
Carbon emissions intensity
Coal
Deforestation – financing
Deforestation – supply chain
Environmental controversies
Fossil fuel
No SBTI commitment
Nuclear
Oil and gas
Single-use plastic
Health and well-being
Fast food
Genetic engineering
Health-related controversies
Opioid controversies
Sugar
Social justice and human rights
Human trafficking
Discrimination controversies
Oppressive governments
Prison industry involvement
Misleading communication
Predatory lending
Privacy breaches
Human life
Abortion
Contraceptives
Stem-cell research
Sin stocks
Alcohol
Cannabis
Gambling
Pornography
Tobacco
Weapons
Shariah compliance*
Advertising
Interest-based products
Interest-bearing debt
Interest-bearing securities
Music and media industry
Pork
Animal welfare
Animal testing
Factory farming
Fur
Screen definitions
Environment
Screen
Definition
Carbon emissions intensity
Whether company’s carbon emissions intensity is significantly higher than peers. Carbon intensity measured as (Scope 1 and 2 emissions) / $M revenue. Threshold for failing is emissions intensity greater than 1 standard deviation above peer average.
Coal
Whether company’s primary business model is thermal coal mining.
Deforestation – financing
Whether company is a major financer of deforestation. Defined as providing more than $100M USD to companies involved in deforestation, or generating more than 20% of revenue from lending to companies involved in deforestation.
Deforestation – supply chain
Whether company is involved in deforestation in its supply chain and has been rated in the bottom two quintiles (lower 40%) by publicly-available sources.
Environmental controversies
Whether company has been involved in a “severe” or “very severe” controversy related to the environment over the past 5 years, based on publicly-available media reports. Ethos defines controversy severity from “low” to “very severe”.
Fossil fuel
Whether company is considered a fossil fuel company. Fossil fuel companies include oil and gas, coal, and utilities that use fossil fuels.
No SBTI commitment
Screens out companies that have not committed to a science-based target to reduce their emissions in line with the Paris Agreement on climate change mitigation. Uses data from the Science-Based Targets Initiative (SBTI).
Nuclear
Whether company generates nuclear power or provides supplies enabling nuclear power.
Oil and gas
Whether company is considered an oil and gas company. Includes companies involved in the exploration, production, distribution, or marketing of oil and gas.
Single-use plastic
Whether company produces or sells single-use plastic items as part of its core business model.
Health and well-being
Screen
Definition
Fast food
Whether company is considered a fast-food company.
Genetic engineering
Whether company uses genetic engineering in its product development or other research.
Health-related controversies
Whether company has been involved in a “severe” or “very severe” controversy related to health and well-being over the past 5 years, based on publicly-available media reports. Ethos defines controversy severity from “low” to “very severe”.
Opioid controversies
Whether company has been reported to be involved in the opiod crisis in the United States.
Sugar
Whether company produces or sells sugary products as part of its core business model.
Social justice and human rights
Screen
Definition
Human trafficking
Whether company has been reported to be involved in human trafficking over the past 5 years, either directly or through its supply chain.
Discrimination controversies
Whether company has been involved in a “severe” or “very severe” controversy related to customer or employee discrimination over the past 5 years, based on publiclyavailable media reports. Ethos defines controversy severity from “low” to “very severe”.
Oppressive governments
Whether company has been involved in a “severe” or “very severe” controversy with an oppressive government over the past 5 years, based on publicly-available media reports. Ethos defines controversy severity from “low” to “very severe”.
Prison industry involvement
Whether company is involved in private prisons or immigrant detention. Involvement defined as direct involvement in the operations of a prison or a prison ‘harm score’ higher than 11 from the nonprofit organization Worth Rises.
Misleading communication
Whether company has been involved in a “severe” or “very severe” controversy related to misleading communication over the past 5 years, based on publicly-available media reports. Ethos defines controversy severity from “low” to “very severe”.
Predatory lending
Whether company has been reported to engage in predatory lending.
Privacy breaches
Whether company has been involved in a “severe” or “very severe” controversy related to privacy over the past 5 years, based on publicly-available media reports. Ethos defines controversy severity from “low” to “very severe”.
Human life
Screen
Definition
Abortion
Whether company directly participates in or enables abortion. Direct participation may include manufacturing of abortifacients and health care companies that perform abortions when not required to by law.
Contraceptives
Whether company manufactures contraceptives or derives a significant portion of its revenue from selling contraceptives.
Stem-cell research
Whether company performs research on human fetuses or embryos that results in the end of pre-natal life, makes use of tissue derived from abortions, or otherwise violates the dignity of a developing person.
Sin stocks
Screen
Definition
Alcohol
Whether company is considered an alcohol company.
Cannabis
Whether company is involved in the cannabis industry as part of its core business model.
Gambling
Whether company is considered a gambling company.
Pornography
Whether a core part of company’s business seeks to appeal to a prurient interest in sex or to incite sexual excitement. Includes companies that produce pornographic material as well as companies that feature adult entertainment, such as casinos.
Tobacco
Whether company is considered a tobacco company. Tobacco companies are any that derive more than 15% of total revenue from tobacco-related sales.
Weapons
Whether company is considered a weapons company. Weapons companies are any that derive at least $1B revenue or 10% of total revenue from arms sales.
Shariah compliance
Screen
Definition
Advertising
Whether company is involved in advertising as part of its core business model.
Interest-based products
Whether company offers an interest-based financial product as part of its core business.
Interest-bearing debt
Whether company’s debt-to-market-cap ratio is greater than 30%.
Interest-bearing securities
Whether company’s ratio of interest-bearing securities to market cap is greater than 30%. This is calculated as (cash and equivalents and short-term investments) / market cap.
Music and media industry
Whether company is involved in producing, distributing or selling music as part of its core business model.
Pork
Whether company produces or sells pork as part of its core business model.
Animal welfare
Screen
Definition
Animal testing
Whether company has been reported to test on animals.
Factory farming
Whether company has been reported to use factory farming in its supply chain.
Fur
Whether company produces or sells fur as a core part of its business model.
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