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Novethic

Service Provider Reporting Framework 2017

You are in Research and Data Provision » Research/process level

Research/process level

RDP 02. Sources for research and/or rating

02.1. Indicate the types of sources you use for research and/or ratings of companies. Tick all that apply.

02.2. Additional information. [OPTIONAL]


RDP 03. Stakeholder input (Not Applicable)


RDP 04. ESG factors in research methodology

04.1. Indicate whether your research/rating methodology incorporates ESG factors.

04.2. If yes, describe how ESG factors are incorporated into your research/rating methodology.

          In special reports published quarterly called Notes Orange, Novethic publishes ESG-related issues and explains how these affect investments and, more specifically, how investors around the world tackled these issues. These reports tackle various ESG-related issues, ranging from energy efficiency, the automotive industry or the board diversity. They are available on demand in French and, if requested, in English. In an exclusive meeting at the launch of a new report, Novethic presents the report’s key findings to members of this group.
        

04.4. Additional information. [OPTIONAL]


RDP 05. Material ESG issues in research and/or rating

05.1. Describe how you ensure that your research and/or ratings capture material ESG issues.

          In special reports published quarterly called Notes Orange, Novethic publishes ESG-related issues and explains how these affect investments and, more specifically, how investors around the world tackled these issues. These reports tackle various ESG-related issues, ranging from energy efficiency, the automotive industry or the board diversity. 

Furthermore, in the event of the auditing for the different certification schemes, Novethic focuses on the process and impact of SRI funds.
        

RDP 06. Up-to-date assessment and ratings

06.1. Describe how you ensure your assessment of companies is up-to-date and that new information is incorporated or new assessments are conducted at reasonable intervals.

          First, Novethic focuses on the incorporation of ESG criteria on investor level, not on company level. Thus all explanation hereafter is related to this level.

In the event of the FNG certification, Novethic is conducting the audit on an annual basis. The French Green Publich Label (EETC label) asks auditors to check the compliance with a label criteria six months after the first audit.
        

RDP 07. Balanced research and assessment

07.1. Indicate how you ensure a balanced approach to your research methodology and assessing/rating of companies. Tick all that apply and explain your approach to each option.

Type of indicators

Explain your approach

          In the event of the FNG certification scheme, Novethic focuses on qualitative aspects like the incorporation of formal policies (voting, engagement, Responsible Investment in general) on the one hand, and on quantitative aspects like the selectivity of the investment process on the other hand.
        

Explain your approach

          see above
        

Explain your approach

          In the event of the FNG certification scheme, Novethic takes into account the ESG quality of a portfolio over a certain amount of time.
        

Explain your approach

          In the event of the FNG certification scheme, Novethic asks candidates to cover environmental as well as social as well as governance criteria in the investment process.
        

07.2. Additional information. [OPTIONAL]


RDP 08. Consistency and comparability

08.1. Describe how you ensure that your criteria and methodology are consistent and applied equally to comparable subjects of research.

          FNG certification scheme: 
Prior to the launch, a working group of different parties (asset managers, NGO, research provider, etc.) has developed a methodological framework which takes into account the specific characteristics of all parties involved.

Following the launch, a committee with external experts reviews the audit results each year and gives input on the further development of the methodology.
        

RDP 09. Emerging ESG issues and trends (Private)


RDP 10. Client use of outputs (Private)


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