 |
Features
Seamless integration
KLD Compliance features seamless integration into the portfolio management and compliance process for money managers, investment programs and SMA platforms. This is made possible by the flexibility designed into the product to satisfy the most sophisticated investment mandates, while also offering a simple industry standard.
Restriction Customization
KLD Compliance files can be customized to meet the integration needs of your trading or compliance system. This includes customization of KLD Compliance file fields, security identifiers, restriction codes, or most other types of file customizations.
Restrictions based on environmental, social or governance factors can be customized by revenue threshold (e.g. include companies that derive greater than 5% of revenues from tobacco) or by type of involvement (e.g. include manufacturers of tobacco not retailers).
Need a restriction you cannot find?
Ask KLD: depending on the data availability and complexity of analysis required, KLD has turnarounds for new data points ranging from 24 hours for simple data points to 6 months for pioneering work in company analysis. Contact sales@kld.com
Dedicated Client Support
KLD’s Client Services Team can assist with technical support, logins and passwords, requests for introductory or advanced training, and other questions. Contact Client Services at clientservices@kld.com or 617-426-5270 with any questions.
|
