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

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

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

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