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Frequently Asked Questions

Can SOCRATES tell me how many companies on the Fortune 500 have serious human rights violations?
Can SOCRATES update me when companies in my portfolios change their pass/fail status?
Can I test the product?
What does SOCRATES stand for?
I cannot login. Can someone help me?
What can I do if I know my Socrates username and password, but am unable to log in?
Can I change my Socrates password myself?




Can SOCRATES tell me how many companies on the Fortune 500 have serious human rights violations?
Yes.  With SOCRATES’ querying function, clients can identify the most egregious violators and read about the controversies involving each company.  Similarly SOCRATES gives clients the ability to identify positive and negative performance in any issue area.  You can isolate companies with exceptional product quality, strained relations with unions, and/or clean energy practices, just to name a few. 

Contact KLD's Client Services team at clientservices@kld.com or 617-426-5270 for questions on how to get started with queries.

Can SOCRATES update me when companies in my portfolios change their pass/fail status?
With a new function called the Portfolio Manager, SOCRATES can email you when your portfolio(s) change.

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Can I test the product?
Yes.  Please contact sales@kld.com for a free product demonstration.

What does SOCRATES stand for?
SOCRATES was designed to demonstrate “Social Ratings”, making it a wise investment for investors and asset managers interested in adding value to their portfolios.

I cannot login.  Can someone help me?
The Client Services Team can assist you 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 at 617-426-5270. 

Client Services is typically available between 8:30 am and 5:30 pm Eastern Standard Time, except during market holidays.  Client Services will respond to most requests in 1-2 business days.

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What can I do if I know my Socrates username and password, but am unable to log in?
First, please note that your Socrates username and password are case sensitive, and check to make sure that your Caps Lock is not engaged.  If this does not resolve the problem, please contact Client Services at clientservices@kld.com or 617-426-5270. 

Can I change my Socrates password myself?
No, KLD makes all username and password changes internally.  A member of Client Services will be happy to change it for you.  Please contact Client Services at clientservices@kld.com or 617-426-5270. 

 

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