Sustainable Finance & Investment

Negative screening

Negative screening is the exclusion of companies, sectors, issuers or activities from an investment universe based on defined criteria.

Established · Version 0.1

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Definition

Negative screening is the exclusion of companies, sectors, issuers or activities from an investment universe based on defined criteria.

Overview

What it means in practice

Negative screening should be read as a sustainable-finance term. Its meaning depends on the instrument, mandate, strategy, disclosure rules and evidence of use or outcome.

In practice, users should state the boundary, method, instrument and evidence. That keeps negative screening specific enough for review without turning it into a broader claim.

Why it matters

Negative screening matters because finance labels can shape capital allocation and public claims. Clear wording helps distinguish strategy, eligibility, proceeds, targets and real-world outcomes.

Common misconception

A common error is to treat Negative screening as a single investment philosophy. The stronger approach is to state the objective, method, exclusions, stewardship approach and evidence.

Review questions

What instrument, boundary or method gives the term meaning? What evidence supports it? What limitation would change how a reader interprets the claim?

Review

Public comments appear only after editor acceptance. Draft comments stay in the review queue.

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How people contribute

Reviewers choose the definition or an overview paragraph, leave a comment or replacement, and attach evidence or a source link.

How comments are used

Editors compare reviewer cards side by side. AI may help find agreement, conflicts, unsupported claims and possible source issues.

What gets published

Only an editor-accepted synthesis changes the public page. Reviewer identities are shown only with consent and verification.

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Review board

Comment on a specific line. Each reviewer stays separate until an editor accepts a merged draft.

1Separate reviewer cards

Each person comments on the definition or overview in their own draft card, with role, evidence and suggested wording kept together.

2AI comparison

AI can compare comments against the current text, flag conflicting claims, surface missing evidence and identify where reviewers agree.

3Editor synthesis

An editor merges compatible suggestions into a draft change, checks sources, records disagreements and decides what can be published.

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Definition
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This proposal follows the editorial and AI-assistance rules. The live definition will not change until an editor accepts it.

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