ESG Multi-Criteria Screening Framework
Screen investment universes against customizable ESG and impact criteria with weighted scoring
What You Can Do
You can design and execute comprehensive ESG screening across equity and fixed income universes using customizable criteria, weighted scoring models, and tiered filtering processes. The framework converts mission-driven sustainability objectives into defensible, repeatable, auditable screening methodologies that integrate both negative screens (exclusions) and positive screens (inclusions/preferences), eliminating unsuitable candidates and prioritizing those warranting further due diligence.
Features
assign relative importance to environmental, social, governance, and impact dimensions based on your investment thesis
set minimum score requirements, sector-specific criteria, and controversy tolerance levels for automated first-pass screening
identify and categorize material ESG controversies (environmental violations, labor disputes, governance failures) requiring escalation
combine exclusion rules (divest from) with preference criteria (favor companies excelling in specific impact areas)
benchmark candidate companies against sector peers on key ESG/impact dimensions to contextualize performance
structure multi-stage review processes (automated quantitative screens, then manual qualitative assessment) for efficiency
generate audit-ready screening rationale and decision logs for investment committee, board, and regulatory review
apply tailored criteria for energy transition, labor standards, supply chain governance, and other domain-specific priorities
Example Output
Example 1: Energy Sector Screening
| Company | Environment (40%) | Social (30%) | Governance (20%) | Impact (10%) | Composite Score | Pass/Flag |
|---|---|---|---|---|---|---|
| GreenEnergy Inc | 92 | 78 | 85 | 95 | 85.9 | ✓ Pass |
| FossilCorp | 28 | 65 | 72 | 15 | 47.2 | ✗ Fail (below 70 threshold) |
| TransitionCo | 71 | 82 | 78 | 88 | 78.6 | ⚠ Flag (governance concern: board diversity) |
Example 2: Controversy Detection Output
- Material Controversy Identified: FossilCorp – Environmental violation (Level 3), 2023 oil spill, $50M remediation cost, ongoing regulatory investigation
- Recommendation: Escalate to Compliance & Risk; consider exclusion pending investigation outcome
Example 3: Peer Benchmark Summary
Retail sector analysis: Your candidate (TeqRetail Inc) ranks 3rd of 15 peers on environmental metrics, 1st on labor standards, 5th on governance. Exceeds thresholds in impact-aligned labor practices but below-median on supply chain transparency.
What's Included
- SKILL.md instruction file with methodology framework:
- ESG Screening Template: customizable criteria worksheet (environmental, social, governance, impact categories)
- Weighted Scoring Model: calculation worksheets for composite scores across dimensions
- Negative & Positive Screen Checklist: pre-built exclusion and preference criteria by asset class and sector
- Controversy Flagging Rubric: categorization system and severity levels for material ESG incidents
- Tiered Screening Workflow: process guide for first-pass (automated), second-pass (qualitative), and escalation steps
- Compliance Documentation Template: screening rationale and decision log for audit and reporting
Who It's For
- ESG/Impact analysts designing or refining screening methodologies for fund mandates
- Portfolio managers implementing board or client-mandated ESG standards across investment universes
- Compliance and risk professionals documenting screening rationale for regulatory or internal audit
- Fixed income analysts applying sustainability criteria to bond selection and credit reviews
- Asset owners and endowments developing mission-aligned investment processes
Best For
- Building or updating ESG screening frameworks for new asset classes or universes
- Creating sector-specific screening criteria (energy transition, labor standards, supply chain governance)
- Designing multi-stage screening workflows (automated quantitative first pass, then manual review)
- Documenting and communicating screening decisions to investment committees and stakeholders
- Comparing candidate companies against peer groups on ESG and impact dimensions
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