How do I Screen ESG Funds?

Refinitiv uses several attributes to flag funds as ESG (Environmental, Social, and Governance).

1. Go to Refinitiv Workspace
(For desktop application or web access please email library@iese.edu)
2. To screen ESG funds:
Enter FSCREEN in the main search field and select Fund Screener.
3. Expand the SCREEN option on the left panel then select the Criteria Manager icon in the Add Criteria box.
4. Scroll down to THEMES AND STRATEGY in the first column and tick the options for Alternative Energy, Ethical, Green, and Water.
5. Select Add at the bottom then set the parameter for each data item to “Is Yes”.
6. Select Apply then OK.
7. Use the logical operators and parenthesis if there are conditions that need to be set for the filters.
8. Select Preview Number of Assets then Generate Report.