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Service Provider Reporting Framework 2017

You are in Advisory and Consultancy » Investment research

Investment research

AC 10. Investment research activities

10.1. Indicate whether the following are part of your investment research process.

10.2. Additional information. [OPTIONAL]

AC 11. Demonstrating value on investment research

11.1. Describe how you measure, track or otherwise demonstrate your value on investment research activities.

          Regarding our ESG advisory activity, we systematically integrate a set of KPIs and define ESG roadmaps within ESG evaluations. When demanded by clients, we perform yearly updates of ESG evaluations and measure the evolution of ESG indicators.

INDEFI developed and is currently implementing a new methodology aiming at measuring the financial impact of ESG initiatives (for example, financial savings due to a decrease of absenteeism rates).

11.2. Additional information. [OPTIONAL]