Tutorial: Fine Tuning Values from VADIS workflow
Hello VADIS users! We have added some additional information to our metrics. In the video above, you can find more information on how to adjust the values screen in the VADIS workflow after a client has taken the behavioral values questionnaire or after you have applied a value set to a client's portfolio.
One of the new features we've introduced is a set of screening buttons: positive, negative, and threshold metrics.
- The plus button allows you to select for companies that are associated with a set of positive binary metrics (ex. select for clean energy companies).
- The minus button allows you to exclude companies that are associated with a set of negative or exclusion metrics (ex. select against companies associated with animal testing).
- The threshold button allows you to select against companies whose performance falls below a certain threshold (ex. select against companies with the lowest performing metrics on wage and labor violations).