SCREEN SPECIFICATIONS
Three screens, licensed as inputs to your process.
Each screen is a monitored list of eligible public equities. Licensees perform their own security selection, weighting and portfolio management.
01 · SOLARI WORLD
Economically productive global equities
Designed to address investor concerns about the source of corporate income. Screens for public companies that, in our view, generate a positive Total Economic Return to shareholders and to society, adding value through genuinely productive activity.
UNIVERSE
~10,000 candidates across U.S., other developed and emerging markets
CRITERIA
Governance & management; positive Total Economic Return: (1) return to investors, a demonstrated ability to generate free cash flow consistently; (2) return to the network, net impact on customers, employees, suppliers and landowners. Financial performance is one factor, not the summum bonum.
DEPENDENCY SCREENS
Excludes companies dependent on subsidy, financial fraud, abusive or exploitative practices (full list under 02 · Methodology on the Professionals page)
SECTORS
All major sectors: cyclical, defensive and sensitive
COVERAGE
[907] constituents · [50] countries · [148] industries · as of October 2026
MONITORING
Share price monitored after approval; significant price movements can trigger a deeper due-diligence review. Re-review also on major changes in leadership, litigation or practices.
CURRENT LICENSEES
Parvin Fund Management: Parvin Hedged Equity Solari World Fund (PHSWX); Parvin Asset Management: separate accounts
02 · SOLARI SPACE
The private space industry and space-based economy
Limited to companies with revenues derived from markets for products and services designed for use beyond the Earth’s atmosphere.
ELIGIBLE MARKETS
Spacecraft materials and structures · rocket propulsion · launch and control facilities · guidance systems · satellites and suborbital operations · exploration and development · asteroid mining and related hardware, software and communications
COVERAGE
[112] constituents · as of October 2026
CONCENTRATION
Single-theme screen; expect higher industry concentration and volatility
GOVERNANCE OVERLAY
Same framework as Solari World.
CURRENT LICENSEE
Parvin Asset Management separate accounts
03 · SOLARI PRECIOUS METALS
Gold and silver research with an approved equity list
Research on the gold and silver markets, and a list of approved precious metals equities available for portfolio construction on request.
DELIVERABLES
Gold and silver market research · approved precious metals equity list
COVERAGE
[38] approved companies · as of October 2026
GOVERNANCE OVERLAY
Same framework as Solari World.
CONCENTRATION
Single-sector; sensitive to metals prices
CURRENT LICENSEE
Parvin Asset Management, portfolios on request
Interested in licensing a screen?
Send us your details and we’ll arrange a call. The Investor Presentation, constituent lists and methodology documentation are available to qualified professionals on request.
Solari Investment Screens
For investment professionals and institutional investors only; not for retail distribution. Solari Investment Screens provides research [confirm registration status]; nothing herein is an offer, solicitation or recommendation of any security or strategy. Screen assessments are qualitative opinions based on sources believed reliable but not guaranteed. Thematic and single-sector screens may be more concentrated and volatile. Parvin compensates Solari Investment Screens for its use of Solari Screens, which creates a conflict of interest. The Parvin Hedged Equity Solari World Fund is distributed by Arbor Court Capital, LLC, member FINRA/SIPC.