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Phenix Capital BV

Service Providers Framework 2018

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/sectors/geographies or similar. Tick all that apply.

02.2. Indicate how ESG factors are incorporated into your research and/or rating methodology

02.3. Describe how you define materiality and how this is captured in your research and/or rating methodology as well as final product.

          Phenix Capital follows the framework of United Nation Sustainable Development Goals (SDG). As we consider each SDG equally instrumental to address the social and environmental challenges facing the world, we construct a proprietary database "Investing4Change" which intends to provide institutional investors with a curated selection of impact investment funds, across -amongst other- asset class, SDG, and geographical area. The database incorporates a proprietary impact methodology developed by our in-house impact advisors. The database was designed, amongst other, in response to the Dutch SDG Investing (SDGI) Agenda.
        

02.4. Additional information. [OPTIONAL]


RDP 03. Stakeholder input

03.1. Describe how you actively include inputs and information, wherever possible, from relevant stakeholders or interested parties, in the research process or in reaching assessment conclusions.

          Phenix Group has a dedicated research team which collects and adds information into the database "Investing4Change", supported by Phenix Team in-house experts reviewing and validating the data and information. The advisory board will verify and approve the research to ensure quality.
        

03.2. Additional information. [OPTIONAL]


RDP 04. Up-to-date assessment and ratings

04.1. Indicate how you ensure that your ESG assessment of companies/ sectors/ geographies or similar is up-to-date and that new information is incorporated or new assessments are conducted at reasonable intervals.

04.2. Additional information. [OPTIONAL]

Work in progress


RDP 05. Balanced research and assessment

05.1. Indicate how you typically ensure a balanced approach to your research methodology and assessing/rating of companies/sectors/geographies or similar. Tick all that apply and explain your approach to each option.

Type of indicators

Explain your approach

          Phenix Group's research is a balanced approach of incorporating both quantitative and qualitative data and information. The quantitative part includes financial performance and impact measurement indictors provided by the funds, while the qualitative part covers the descriptive data provided by the funds and collected through the impact rating system developed by Phenix Group. Where possible, and to leverage best practices, the data collection follows generally accepted impact metrics, tools and frameworks. In the process we will guide Funds on their impact proposition and stimulate sharing best practices.
        

Explain your approach

          As impact investing targets both financial and societal return, management/ process oriented indicators are key components in Phenix Group's research offerings. For example, being a PRI signatory is an important management/process oriented indicator and is weighted in the impact rating in the database. This information we balance with performance indicators, such as expected IRR as a key driver to select the funds.
        

Explain your approach

          Phenix Group collects and tracks fund performance data. Impact investing refers to financial first while addressing social and environmental impact. Therefore, reference to past performance on both aspects is in part of the research, while current/future return target serves as a strong criteria for fund selection. Phenix Capital will monitor the developments of the impact performance of the funds.
        

Explain your approach

          SDG address environmental, social and governance indicators. Phenix Group supports the SDG agenda and serves as one of the Dutch SDGI founding members. From our point of view, all 17 aspects under the SDG framework or all 3 indicators under the ESG/RI framework are equally important and should be balanced.
        

Explain your approach

          Phenix Group collects all relevant research data including self-reported and public data, supported by the Phenix Team experts. The advisory board will give the final approval of research quality, including the balancing between self-reported and public data before research goes public.
        

05.2. Additional information. [OPTIONAL]

The database and impact rating is work in progress.


RDP 06. Consistency and comparability

06.1. Describe the control processes in place to ensure quality of research.

          Phenix Group has a dedicated research team to collect and input data and information into the database "Investing4Change", supported by Phenix Team in-house experts to review and validate the data. The advisory board will verify and approve the research to ensure the quality of research.
        

06.2. Additional information. [OPTIONAL]

The database and impact rating is work in progress.


RDP 07. Emerging ESG issues and trends (Private)


RDP 08. Client use of outputs (Private)


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