Screening is the way you evaluate potential investments based on certain criteria.  While the criteria is different for different objectives (for example, respect for human rights when looking for socially responsible companies or low price-earning ratios for value stocks), the process of making the list smaller based on specific criteria is the same.

Screening is an integral part of socially-responsible investing (SRI). It refers to the way you evaluate potential investments based on certain social, environmental, and good corporate governance criteria. When you screen companies for social responsibility, you’re checking to make sure that they have respectable employee relations, strong records of community involvement, excellent environmental impact policies and practices, respect for human rights around the world, and safe and useful products.

Tags: corporate governance, mutual fund, portfolio, screening, SRI