investment-screening

Vocabulary Word

Definition

'Investment screening' actually means the process of looking at and analyzing different options to decide where to put your money. It could also include checking if these investments match with your values.

Examples in Different Contexts

In Ethical Investing, 'investment screening' involves filtering out companies or industries that do not meet certain moral or ethical standards. A portfolio manager might discuss, 'We use investment screening to exclude tobacco and firearms from our investment portfolios.'

Practice Scenarios

Sustainability

Scenario:

We need to uphold our commitment to green investing. Let's review our portfolio for businesses that are truly making strides towards sustainable operations.

Response:

Agreed, let's focus our investment screening on enterprises practicing sustainable operation and promoting the circular economy.

Business

Scenario:

We need to diversify our investment portfolio. Let's explore some options that could potentially maximize our returns and align with our long-term goals.

Response:

Absolutely, let's begin the investment screening process to find opportunities that ensure a good risk-return balance.