After you have determined which companies violate your clients' standards, you'll need to discover the funds that hold them in their portfolios.  To accomplish that task, if you don't have the eVALUEator, you will need to perform a portfolio by portfolio screening by comparing the "screened companies" to the portfolios of various or specific mutual funds.

Now that you know which funds to avoid, you will want to examine your client's portfolios. Keep in mind that as funds' holdings change, you will need to keep your research up to date.

Wow! What kind of time will that take?

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All information provided is believed to be accurate but is not guaranteed. Any discussion of mutual funds or investments should not be construed in any way to be sales recommendations or investment advice. Our service is specifically to identify the cultural integrity represented in mutual fund portfolios.



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