Rigel’s Large Cap Growth, Small-Mid Cap Growth and All Cap Growth strategies are available with an overlay of client directed social guidelines. This overlay is an additional step to the investment process where, utilizing KLD Socrates research, we are able to screen portfolios based on a number of guidelines with or without specific thresholds. We work with a variety of clients with varying social goals, and customize the SRI portfolio to meet their specific guidelines outlined in the investment policy.

A selection of available screens may be in areas such as:

Abortion Adult Entertainment Alcohol Animal Welfare

Contraceptives Environment Firearms Gambling

Military Weapons Nuclear Power Sudan Stem Cell/Fetal Tissue

Our client service and investment teams work closely together to monitor portfolios in order to meet the needs of our SRI clients. Furthermore, we encourage on-going communication with these clients to discuss current restrictions as they relate to their social guidelines.

"Three recent awards have recognized the leadership of KLD Research and Analytics, Inc. in bringing environmental, social, and governance factors into investment decision-making." Read the full news release here.

For more information specific to KLD Socrates research and the complete list of screens available, please click here.