Values & Screening

Invest in what you believe in.

We scan every holding against SEC filings. Not proxy scores. Not ESG labels. Real data.

7,529 holdings analyzed

Two approaches to screening.

Typical ESG

  • Aggregated scores (A/B/C) from third-party raters
  • Based on self-reported corporate disclosures
  • Raters frequently disagree on the same company
  • Fund-level score obscures individual holdings
  • No regulatory filing verification

Our approach

SEC-verified
  • Per-holding classification from SEC balance sheets
  • Fund look-through — we trace every holding inside
  • 5-tier compliance classification (Halal to Excluded)
  • 7,529 assets verified against regulatory filings
  • Scholar-guided methodology for Islamic compliance

ESG scores are opinions. SEC filings are facts.

Two major ESG rating agencies can look at the same company and give it opposite scores. That's because ESG ratings are subjective interpretations of self-reported data. We skip the opinions entirely. Every stock in our database is classified from its SEC regulatory filings — the same documents the company is legally required to make accurate.

Ethical finance is a discipline, not a filter.

Islamic finance and ethical investing share the same goal: aligning capital with conviction. Both reject profiting from harm — whether that's predatory lending, weapons manufacturing, or environmental destruction. This isn't a checkbox on an ESG questionnaire. It's a rigorous methodology rooted in centuries of jurisprudence and applied through modern regulatory data.

Divestment doesn't mean sacrifice.

When we flag a holding that doesn't align with your values, we don't just tell you to sell it. We identify replacement candidates in the same sector with similar risk characteristics — so your portfolio stays diversified while your capital moves to where you want it. The transition is modeled for tax impact, transaction costs, and tracking error.

Strategies we model

Each strategy is analyzed in the context of your full financial picture.

Values Alignment

Screen your entire portfolio against your ethical criteria with SEC filing-level verification.

Halal Screening

Scholar-guided compliance classification across 7,529 assets — stocks, funds, and ETFs.

Divestment & Replacement

Exit misaligned holdings and replace them with alternatives that maintain your risk profile.

Direct Indexing

Own individual stocks instead of funds — exclude specific companies while tracking the index.

Factor Tilting

Overweight factors you believe in (quality, momentum, low volatility) while maintaining alignment.

Deploy your capital into what matters.

26 analysis engines. 76 strategies. Zero advisory fees.

No credit card. No commitment. No jargon.

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