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Negative Screening an analysis of the cost or benefit related to screening on industries. Masters Thesis 30 credits Programme: Masters Programme in Accounting and Financial Management Specialisation: Financial Management Department of Business Studies Uppsala University Spring Semester of 2022 Date of Submission: 20220601Nol Klarberg Elin Kristoffersson Supervisor: Jonas RsbrantAbstract This thesis studies the increasingly prevalent concept of sustainability in a financial context

How to fill out negative screening

How to fill out negative screening

1. Identify the criteria for negative screening, such as specific industries or companies to exclude.
2. Gather relevant data on potential investments to assess whether they meet the negative screening criteria.
3. Review each potential investment against the identified criteria to determine if it should be excluded.
4. Document the reasons for exclusion to maintain transparency.
5. Regularly update the negative screening criteria as needed to reflect changes in values or market practices.

Who needs negative screening?

1. Investors who wish to align their investment portfolios with their ethical, moral, or environmental beliefs.
2. Institutional investors looking to adhere to specific guidelines or regulations regarding responsible investing.
3. Organizations aiming to avoid associations with harmful industries such as tobacco, firearms, or fossil fuels.
4. Individuals participating in socially responsible investing (SRI) strategies.

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What is negative screening?

Negative screening is an investment strategy that excludes certain sectors, companies, or practices from a portfolio based on ethical, moral, or sustainability criteria.

Who is required to file negative screening?

Entities such as investment firms, asset managers, and other financial institutions that create or manage investment products may be required to file negative screening if they implement this strategy.

How to fill out negative screening?

To fill out negative screening, one should identify the criteria for exclusion (such as industries or practices), assess the investments against these criteria, and document any exclusions in accordance with regulatory or organizational standards.

What is the purpose of negative screening?

The purpose of negative screening is to align investment practices with ethical values or sustainability goals, often to avoid funding companies that engage in harmful activities.

What information must be reported on negative screening?

Reported information on negative screening typically includes the criteria for exclusion, the list of excluded companies or sectors, and the rationale behind the exclusions.