Features
Company Research
KLD PASS includes social, environmental, and governance ratings on corporations. Also included is a company’s involvement in a range of business activities that are controversial to certain social investors.
KLD PASS includes access to a set of Company Profiles to download. Company Profiles provide an in-depth analysis on a range of issues that reflect a company's overall social and environmental record.
Functionality
Portfolio Screening
KLD PASS allows users to manage and screen portfolios:
- Easily create a portfolio by copying and pasting a list of tickers from MS Excel
- Screen out companies involved in controversial business activities
- Screen companies in a portfolio by comparing its score to the industry average
- Monitor changes to the pass/fail status of companies in your portfolio
Universe
The largest 3,000 U.S. publicly traded companies by market capitalization for environmental, social and governance issues. Global coverage on controversial business issues.
Updates
Company information is updated daily and published monthly to KLD PASS.
Client Support
The Client Services Team can assist with technical support, logins and passwords, requests for introductory or advanced training, and other questions. You can reach client services via email at clientservices@kld.com or by phone 617-426-5270.
Download Formats
Company Profiles can be saved and printed in PDF format at any time. Portfolio screening results can also be exported into MS Excel.
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