Creating a query for companies with Human Rights Concerns or Strengths

Getting a list of all of the companies that qualify for one or more Human Rights Concerns or Strengths is easy to do in Socrates through the Queries tab. You can use this type of query to search for companies that have qualified for one of more of the strength or concern ratings in any of the KLD social issue areas.

1. Once you have logged into Socrates, select the "Queries" tab. The "Queries" tab is the fourth from the left in the sequence of tabs moving horizontally across the Socrates home page.

2. On the left hand side you will see a box labeled "System Queries."

3. Use the arrow to scroll down until you see "KLD Human Rights Concern >= 1" or "2," or "KLD Human Rights Strength >= 1" or "2" and click on it to select that query.

4. Click the "Run" button, located below the "System Queries" box.

5. The query will generate a list of companies that meet the selected criteria. Navigate by clicking "Next Page" or on a specific page number. You can also use the buttons located at the bottom of the query results to either save the list as a portfolio, or export the results to a spreadsheet.

KLD's coverage of human rights issues encompasses three strength ratings and four concern ratings, including an "Other" category for positive or negative issues that fall outside of the parameters for the defined strengths and concerns. To get definitions for the strength and concern ratings, click on the "Ratings Definition" link on the left side of the screen of any company profile to access a .pdf document with all of the strength and concern ratings, or click on any of the black or clear diamonds in a particular issue area within a company's profile for the definitions of the strengths and concerns for that issue.

KLD's client service team is available for assistance with queries and other Socrates functionality. Dial (617) 426-5270 ext. 228, or email us at Socrates@kld.com. Feel free to email us with questions or suggestions for future Socrates help topics!