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KLD Compliance provides accurate, seamless integration of investment restrictions to separately managed account programs. KLD Research & Analytics is trusted by the world’s three largest money managers and five of the top 10 Separately Managed Accounts (SMA) programs.

Best Data, Comprehensive Solution
The best data means no embarrassments.  KLD research is acknowledged as the industry’s best with 17 years of experience.   KLD Compliance delivers over 50% more securities vs. industry/SIC code searches.

Standardization, Seamless Integration
KLD Compliance delivers directly into trading or compliance system.  This standardizes compliance with social restrictions and ensures consistency across all money managers.

Increase Speed, Reduce Cost, Minimize Risk
The comprehensiveness of KLD Compliance removes the cost of broken trades, correcting errors, and reversing trades.  KLD Compliance offers fast and complete integration, which eliminates the expenses of manual data entry and doing your own research.   

Tailored Solution
KLD Compliance delivers on the promise of truly customized mandates to clients. Coverage ranges from environment to human rights, Catholic to Islamic values. This opens the opportunity for new clients with fast turnarounds on new restricted mandates.

How does it work?
KLD Compliance delivers security level social restriction information. Delivered via FTP or email, KLD Compliance is automated to map directly into compliance or trading systems for accurate, fast and minimum cost operation of restricted mandates: