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How to Research Whether Your Portfolio Is Ethical
An ethical-sounding fund name is not an answer. To understand a portfolio, you need to inspect its actual holdings, decide which issues matter to you and read the evidence behind each company's record.
Mashinii does not analyse uploaded portfolios. It provides public company profiles that you can use as one input in a manual review.
Begin with the holdings, not the label
Download the latest holdings from the fund provider or copy the positions shown by your broker. Include portfolio weights and the date of the disclosure. Fund composition changes, so an old factsheet can produce a misleading result.
Review the largest holdings first. A practical first pass covers companies representing roughly 70–80% of portfolio weight, followed by any smaller position in a sector you consider especially sensitive.
Define “ethical” before scoring anything
People mean different things by ethical investing. One investor may prioritise weapons and fossil fuels; another may focus on labour, animal welfare or privacy. Mashinii keeps these questions separate across 11 values rather than hiding them inside one aggregate ESG label.
Write down your priority values and any red lines before opening company profiles.
Check each company and its evidence
Use Mashinii company search, open each significant holding and examine the dimensions relevant to you. Follow citations to the original court, regulator, filing or reporting source. Check its date and whether the finding concerns the parent company, a subsidiary or a supplier.
Treat a score of zero carefully. It can mean that no verified adverse record was identified, not that the company has been proven ethical. Likewise, a negative score is an assessment of documented conduct, not investment advice.
Summarise portfolio-level patterns
Create a small table with holding, weight, priority dimension, current score and evidence reviewed. Look for repeated exposure among the largest holdings. This is more informative than averaging every dimension into a single portfolio number.
Cross-check other sources
Compare Mashinii's assessment with the issuer's filings, regulator databases and independent screening tools. Disagreement is a prompt to investigate methodology and evidence—not a reason to choose whichever rating confirms your preference.
Revisit the review
Repeat the process when holdings change or new evidence appears. Record the date of your review so you know what the conclusion was based on.
Search a company, explore company rankings, or read the methodology.