2 definitions
Screen definitions
Public criteria, inclusions, exclusions, ownership treatment, evidence expectations, and review dates.
Public reference library
Practical guidance for defensible screening.
A source-backed library for understanding screen definitions, building policies, interpreting regulatory requirements, and preserving reviewable decisions.
A living reference library.Each available page shows its version and update date. Planned material is listed so the direction of the library stays visible.
2 resources
Methodology
Definitions, evidence standards, ownership treatment, decision outcomes, qualifiers, and review controls.
3 guides
Screening guides
Practical tools for turning mandates and client requirements into usable screening policies.
1 guide
Regulation guides
Plain-language implementation guides grounded in legislation and supervisory material.
Library index
Available and upcoming resources
Stable URLs and availability labels distinguish published guidance from material that is still planned.
01
Screen definitions
Public screen-definition library
Included activities, exclusions, ownership treatment, evidence expectations, outcomes, and review dates for available screens.
Available
02
Methodology
Company screening methodology
How policy rules, entity scope, evidence, decisions, reviews, and historical changes fit together.
Available
03
Screening guide
How to build an investment screening policy
A practical framework for scope, thresholds, ownership, exceptions, governance, and review.
Available
04
Screening guide
How to select screens that fit a policy
A practical process for comparing policy requirements with published definitions, criteria, company scope, evidence, and change history.
Available
05
Screening guideAustralia
Avoiding greenwashing in investment screening
A practical Australian guide for connecting sustainability claims to screening criteria, portfolio coverage, evidence, approvals, and review history.
Available
06
Regulation guideItaly
Understanding Italy’s Law 220/2021
From the statutory prohibition to the controls a screening process should document.
Available
07
Methodology
Direct and indirect corporate involvement
How Company Screener assesses direct operations, controlled entities, associated companies, joint ventures, and passive holdings.
Available