ESG Investment Screener

Prompt

Build an ESG investment screening framework and evaluate [SPECIFIC HOLDINGS OR PORTFOLIO] against it.

ESG priorities:
- Environmental focus: [CARBON EMISSIONS / RENEWABLE ENERGY / WATER / BIODIVERSITY / OVERALL]
- Social focus: [LABOR PRACTICES / SUPPLY CHAIN / DIVERSITY / COMMUNITY]
- Governance focus: [BOARD INDEPENDENCE / EXECUTIVE PAY / SHAREHOLDER RIGHTS / TRANSPARENCY]
- Exclusion sectors: [WEAPONS / TOBACCO / FOSSIL FUELS / GAMBLING / ADULT CONTENT — LIST YOUR SCREENS]
- Performance vs. ESG tradeoff tolerance: [NOT WILLING TO SACRIFICE RETURNS / SOME TRADEOFF OK]

**SCREENING FRAMEWORK**

1. **Exclusion Screen** — Hard rules: categories to exclude entirely from consideration.

2. **ESG Score Evaluation** — How to interpret MSCI, Sustainalytics, and Bloomberg ESG scores. Which ratings agency is most credible for my focus areas?

3. **Best-in-Class Selection** — For sectors I won't exclude, how to find the ESG leaders within each.

4. **Portfolio ESG Audit** — For each holding in my current portfolio: ESG rating, key controversies, and whether to hold/replace.

5. **ESG ETF Comparison** — Compare [3-5 ESG ETF TICKERS] on: methodology, exclusions, cost, performance, and tracking quality.

6. **Greenwashing Red Flags** — How to identify ESG funds or companies that don't walk the talk.

7. **Impact Measurement** — How to quantify the environmental/social impact of my portfolio (carbon footprint per $1M invested, etc.).