Answered By: Meghan Dolan
Last Updated: Jul 30, 2015     Views: 781

In Preqin:

  1. Click on the Private Equity tab at the top of the screen.
  2. Click on Funds on the left side of the screen
  3. Select Advanced Search
  4. Click on the arrow next to Fund: Status, Size, Ethos, Vintage and Structure
  5. Under "Fund Ethos" you can select Sharia Compliant, Socially Responsible, Economic Development, Environmentally Responsible and/or Microfinance.
  6. Add any other criteria and then click on Search on the bottom right side of the screen. 
  7. You can then take a look at individual funds or download their profiles into Excel.

In Capital IQ:

  1. Screen for Companies.
  2. Select Investment Type > PE/VC under Investment/Advisory Firms. Click on Add Criteria.
  3. Select Business Descriptions under Company Details.
  4. Enter "socially conscious" OR "socially responsible" OR "socially friendly" in the Search for: box.
  5. Select both the Business Description and Long Business Description boxes. Click on Add Criteria.
  6. Add any other criteria and click on View Results.