Screening for Social Factors
Our Philosophy
PAM understands that profits without responsibility contain hidden costs that are eventually passed along to investors, consumers, communities, and the environment. We use social research, analysis, and screening to complement traditional financial analysis for two primary reasons:
1. We believe information on corporate social performance identifies risks & liabilities that may have a negative impact on corporate earnings and, in turn, stock price performance.
2. We view social indicators as a reflection of quality management, historically one of the most reliable predictors of stock price performance.
PAM recognizes that socially responsible investors are selective investors. Our clients want to avoid problematic companies and invest in businesses that actively benefit society and the environment or, at the least, whose impact is neutral. Our unique methodology, our industry experience and our array of resources provide clients with the most complete set of tools to put their values into financial action.
Our Methodology
Our "client-directed" social screening process employs a Social Questionnaire to create an unique social profile for each client. Clients define their own standards for corporate social performance across many social issues, including:
 Corporate Governance
Environmental Performance
Employee Relations
Product Liabilities Militarism & Weapons
Nuclear Power
Genetic Engineering Repressive Regimes
Alcohol/Gambling/Tobacco
Clients choose not just the social issues to be factored, but more specifically, the degree of importance placed on each issue in the decision-making process. The result is a social profile that is aligned with a client's interests and values, whether the client is a religious institution, a public pension fund, a private foundation or simply a concerned individual.
If you would like to request a copy of our social questionnaire,
Click here
Our Experience & Resources
We at PAM have been doing this kind of research for the past 15 years and have amassed a great deal of proprietary research data. In addition, we subscribe to the industry's most respected social research database and are active in web-based networks that monitor specific companies, issues or geographies, such as CorpWatch *, the Federal Trade Commission*, the AFL-CIO's boycott list*, and Project Underground*, a watchdog of the petroleum & mining industries. Our social research staff is adept at culling through SEC filings and corporate publications to find those social indicators having the most impact on corporate financial health.
* PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Progressive Asset Management and Financial West Group make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Progressive Asset Management's web-site and assume total responsibility and risk for your use of the sites you are linking to.
Progressive Asset Management (PAM) is the
socially responsible division of Financial West Group (FWG).
Securities offered
through Registered Representatives of Financial West Group, Member
FINRA, SIPC
FWG is responsible for
supervision and oversight of the registered representatives listed on this site.
Progressive Asset Management 1904 Franklin Street, Suite 903 Oakland, CA 94612
(510) 622-0202
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