What types of institutions use KLD’s consulting services?
KLD Consulting clients include, money managers, faith-based groups, mutual funds, NGOs, foundations, and pension funds.

What are the benefits of working with KLD Consulting?
Institutional investors, money managers, faith-based groups, and not-for-profit institutions rely on the experience of KLD Consulting when they need expert assistance applying social and environmental investment mandates. Consulting products and services are tailored to specific client needs with customized content, format, and delivery schedules. In addition, KLD Consulting clients are assigned an experienced client service representative to answer research questions and offer client support.

What is the cost of subscribing to KLD’s consulting services?
The subscription fee for KLD Consulting products and services varies according to the services to be provided. For example, the fee for portfolio audit and universe review services depends on both the number of companies to be reviewed and the screens to be applied. Please contact Michelle Lapolla, KLD’s Manager of Consulting Services, for more information at 617-426-5270 x282 or Consulting@kld.com.

Can I access Consulting products and services through my SOCRATES subscription?
KLD Consulting products and services are not currently available through SOCRATES.