Solutions for Managed Account Sponsors and Managers

	Institutional Investors
	Managed Account Sponsors
	Retail Investors & Managers
	Academic Institutions
	Corporations

	Research Products
	Index Products
	Consulting Products

Managed Account Sponsors and Managers

Research Products

KLD Research & Analytics, Inc. is trusted by the world’s three largest money managers and five of the top ten SMA/WRAP programs.

With the most sophisticated compliance product for social restriction mandates, money managers and sponsors rely on KLD to provide timely and comprehensive data on companies in the global publicly traded universe involved in controversial businesses including alcohol, tobacco, weapons, abortion, and adult entertainment.

Recommended Products

	•	Global social restrictions data
	•	Automated integration with trading or compliance systems.

	•	In-depth research on restrictions
	•	Portfolio screening functionality

Index Products

KLD constructs indexes for investors who integrate environmental, social and governance factors into their investment decisions.

More than $11 billion is invested in funds based on KLD indexes.

KLD offers licenses for index-linked investment products, including mutual funds, ETFs and separately managed accounts.