Build a More ESG-Focused Portfolio

Step 1

• Select an ESG content set, such as Clarity AI’s ESG Impact dataset, from the list of Analyze views.

Step 2

• Review the ESG Impact factors to understand where the portfolio needs to improve upon ESG positioning.

Step 3

• Use security search in the Market tab to filter to securities that meet the criteria of your investable universe and score well on the ESG Impact scores.