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Sustainable Value Investors

Service Providers Framework 2019

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.

          We define materiality as an impact which is relevant and measurable in quantitative terms. In our research activities we capture materiality of ESG factors, referring them to economic and financial outcome over time which are not irrelevant

02.4. Additional information. [OPTIONAL]

RDP 03. Stakeholder input

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

          We conduct research using several database and we cross the information to understand whether they are consistent with the public available information and those resulting from our proprietary research

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]

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

          Qualitative indicators are interpreted according to trends over time and are balanced with quantitative indicators through a weight system

Explain your approach

          They are organized in a meaningful structure and through weighted methodology approach

Explain your approach

          We evaluate the trend over time of different KPIs and the resulting rating

Explain your approach

          We give different weights to E, S and G indicators, also according to the sectors and countries of activities

Explain your approach

          We try to evidence more public data and make a reality check on self-reported information in order not to have a window-dressing bias

05.2. Additional information. [OPTIONAL]

RDP 06. Consistency and comparability

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

          We follow a proprietary methodology and review it periodically. We follow a two step research analysis with a second check of quality before final delivery

06.2. Additional information. [OPTIONAL]

RDP 07. Emerging ESG issues and trends

07.1. Indicate whether you identify and prioritise ESG issues and emerging trends.

07.2. Describe how you incorporate the identified ESG issues and trends in your product offerings and business activities.

          We monitor ESG issues and trends through different sources of information and we discuss them with clients and other stakeholders

07.3. Additional information

RDP 08. Client use of outputs

08.1. Describe how research and data provision outputs are used by clients.

Describe how research and data provision outputs are used by clients.

They are used to take final investment decisions and to report to their stakeholders

08.2. Additional information. [OPTIONAL]

RDP 09.