02.5.
Describe how the ESG information reviewed and discussed affects the selection decision making process.[OPTIONAL]
Since 2014, FundQuest Advisor (FQA) has developed a sustainability analysis of external managers, applied during the selection process. FQA assesses the sustainability of external managers’ investment policies and processes. This analysis is performed both at asset management company level and at fund level.
In 2019, FQA reviewed and enhanced its Sustainability Assessment methodology. Assessment criteria evolved and new criteria were added, in order to provide a more granular Sustainability research and to adapt the scores to new sustainable finance market trends. For example, FQA defined specific criteria to measure the quality of Impact reporting, and developed specific criteria to analyze the specificities of green bonds funds.