01
Define the owner-level scope
Start with the owner policy, mandate terms, or oversight question. Record which published screens and available options are relevant to the review.
Solutions
For institutional asset owners
Keep screening oversight connected to owner policy.
Review holdings and focused company lists while keeping the applicable screen, evidence, ownership context, known gaps, and institutional response available for oversight.
Oversight workflow
From owner policy to documented follow-up.
Company Screener supports the research and review record around company-screening oversight. It keeps the basis of a result visible while the asset owner retains responsibility for policy and action.
02
Bring holdings into view
Upload a portfolio or work with a focused company list. Resolve company matches before using the screening overview in an oversight process.
03
Examine results and gaps
Inspect the applicable company-screen record, including sources, ownership context, qualifiers, review dates, and unresolved information needs.
04
Record the oversight response
Document the owner's interpretation, questions, exceptions, action, and follow-up while retaining the screening result and its history.
Questions the record should answer
Make oversight questions easier to trace.
A useful record connects the owner's requirement to the company, evidence, uncertainty, institutional response, and next review.
- QUESTION 01
Which owner policy, mandate term, or oversight requirement is being considered?
- QUESTION 02
Which published screen and company entity produced the result?
- QUESTION 03
What evidence supports the outcome, and when was it reviewed?
- QUESTION 04
What ownership context, qualifier, or unresolved gap affects interpretation?
- QUESTION 05
Does the result require discussion with an investment manager or another reviewer?
- QUESTION 06
What did the owner decide, who reviewed it, and what follow-up remains?
Clear responsibilities
A shared record does not collapse distinct roles.
The same screening record can support discussion across an oversight process while each organization and reviewer remains responsible for decisions within their role.
Asset owner
Defines its policy and oversight expectations, interprets the record, approves exceptions, and decides what action or escalation is appropriate.
Investment manager
Applies its responsibilities under the relevant mandate and provides the context or response required by the owner's process.
Review and advisory teams
Compliance, legal, research, or other advisers review questions within their remit without the screening outcome replacing their judgment.
Comparable records
Consistent evidence does not imply identical policies.
Preserve the basis
Keep the published screen, company entity, evidence, outcome, qualifiers, and review date visible when discussing a result.
Preserve the distinction
Record which owner policy, mandate, interpretation, exception, or action applies instead of treating every institution's decision as interchangeable.
Preserve the follow-up
Keep open questions and reviewed changes visible so the owner can determine whether another discussion or decision is needed.
Important boundaries
Transparency strengthens the oversight record.
Visibility into scope, methodology, evidence, and known gaps helps asset owners assess how the information fits their own policies and oversight requirements. It also gives investment, compliance, legal, and advisory teams a clearer basis for review without presenting the screening result as the final decision.
The owner sets the policy
Company Screener does not determine the owner's fiduciary duties, legal interpretation, mandate terms, exceptions, or required action.
Research coverage is not universal
Company and screen coverage, evaluation maturity, and monitoring depend on the governed research scope and available information.
Some evidence is difficult to obtain
Private companies, layered ownership structures, and less transparent jurisdictions may not disclose enough information for a complete assessment.
Start with an existing oversight question.
Bring an owner policy, mandate, portfolio workflow, or review problem. We can focus the demonstration on relevant implemented capabilities and identify where responsibility remains with your institution and its appointed teams.