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Research and analysis tools
Portfolio Screener - Funds, ETFs
Find investments best aligned to custom values and improved client and model portfolios by replacing funds that better align with selected values and visualize how impact improves.
Portfolio Screener - Stocks
Apply screens to a benchmark, custom universe or existing fund. Export resulting universe for portfolio research or send to optimization engine through APIs.
Have full control to set screens and thresholds on specific metrics, actions, or performance.