Automated compliance scoring system that analyzes network accessible data sources

摘要: An automated system that analyzes network accessible data sources to determine a score measures compliance of an investment with policy. The policy may specify for example ESG (Environment, Social, or Governance) requirements, prohibitions against selling certain products and services considered undesirable unethical by investors. Compliance analysis the amount revenue income received from prohibited sources, it search information key words phrases related these sources. “purify” noncompliant investments bundling them charitable contributions offset Fund managers publish share definitions, import shared definitions customize their specific fund requirements.