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Screening for Social Factors
Our Philosophy
PAM understands that profits without responsibility contain hidden costs that
are eventually passed along to investors, consumers, communities, and the
environment. We use social research, analysis, and screening to complement
traditional financial analysis for two primary reasons:
1. We believe information on corporate social performance identifies
risks and liabilities that may have a negative impact on corporate earnings and,
in turn, stock price performance.
2. We view social indicators as a reflection of quality management,
historically one of the most reliable predictors of stock price performance.
PAM recognizes that socially responsible investors are selective investors. Our
clients want to avoid problematic companies and invest in businesses that
actively benefit society and the environment or, at the least, whose impact is
neutral. Our unique methodology, our industry experience and our array of
resources provide clients with the most comprehensive set of tools to put their
values into financial action.
Our Methodology
Our "client-directed" social screening process employs a Social Questionnaire to
create a unique social profile for each client. Clients define their own
standards for corporate social performance across many social issues, including:
Corporate Governance
Environmental Performance
Employee
Relations
Product
Liabilities Militarism & Weapons
Nuclear
Power
Genetic
Engineering Repressive Regimes
Alcohol/Gambling/Tobacco
Clients choose not just the social issues to be factored, but more specifically,
the degree of importance placed on each issue in the decision-making process.
The result is a social profile that is aligned with a client's interests and
values, whether the client is a religious institution, a public pension fund, a
private foundation or simply a concerned individual.
If you would like to request a copy of our social questionnaire,
Click here
Our Experience & Resources
We at PAM have been doing this kind of research for the past 15 years and have
amassed a great deal of proprietary research data. In addition, we subscribe to
the industry's most respected social research database and are active in
web-based networks that monitor specific companies, issues or geographies, such
as
CorpWatch *,
and the
Federal Trade Commission*.
Our social research staff is adept at culling through SEC filings and corporate
publications to find those social indicators having the most impact on corporate
financial health.
* PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Progressive Asset Management and Financial West Group make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Progressive Asset Management's web-site and assume total responsibility and risk for your use of the sites you are linking to.
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Progressive Asset Management and
Financial West Group are
affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998
Member FINRA/SIPC |
