Sustainable Fund analysis: our proprietary fund database combines an exhaustive range of ESG and impact investment solutions in all asset classes. A large set of qualitative and quantitative filters enables us to identify the best opportunities for each investor. Each fund is categorized according to its sustainability style and rated accordingly. A quantitative screening based on risk and alpha factors enables us to focus on the best opportunities.
As our evaluation process is based on two steps :
1) a qualitative analysis to evaluate the investment proces: the quality of the external fund’s management team, and the sustainability track record of its portfolio. Each fund is then given a qualitative rating. The qualitative analysis is based on: publicly-available responsible investment reports including engagement and voting reports, Eurosif Transparency guidelines, as well as one to one meetings, etc.;
2) a quantitative assessment to check the ESG quality of the portfolio underlyings. We use our internal expertise & know-how for the first analysis and we gather multiple ESG external sources & investors’ opinions for the quantitative assessment.The holdings are assessed through our ESG consensus® tool which provides information on the overall ESG quality of the portfolio, potential exposure to major controversies and positive impact measurement.