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KLD PASS, the Portfolio Advisor’s Screening Service, allows users to quickly evaluate and screen portfolios for social and environmental issues.

Easy Portfolio Management
KLD PASS is designed specifically to assist portfolio advisors. Users can create multiple customized portfolios reflecting clients’ specifications, or review one company at a time.

Immediate Notification of Changes
With KLD PASS Portfolio Monitor, you will be notified via email when companies change status based on the social indicators you’ve selected. This service enables you to act quickly to ensure that your clients’ investment mandates are current.

Screening Selection
KLD PASS provides numerous portfolio-screening options.  Your clients can select companies with above-average performance, exclude companies generating revenue from controversial lines of business, and virtually everything in between.  If you’d like to explore KLD PASS, please contact sales@kld.com for a free demonstration to test at your convenience.

Confidence in Quality
KLD analysts methodically rate social and environmental performance on more than 280 data points using a proprietary ratings system. Next, our rigorous internal quality assurance and editing processes ensure consistent coverage across companies and issues. This multi-step effort creates the knowledge base driving KLD PASS, and leaves advisors assured that their clients are safely within their mandates.