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Insti7

Service Providers Framework 2019

You are in Investment Consultancy » Investment research

Investment research

IC 10. Investment research activities

10.1. Indicate whether you incorporate ESG into your investment research services.

10.2. Indicate whether the following activities are part of your investment research process. Describe for each activity how you incorporate ESG.

Investment research activities

Describe how you incorporate ESG

          We analyse the asset manager operations and rate the portfolio considering the guidelines of the mandate on ESG RI themes.
        

Describe how you incorporate ESG

          Rating portfolio on ESG and carbon footprint. We mesure the evolution of the rating and compare to market or index standards
        

Describe how you incorporate ESG

          Providing managers our clients policies ont ESG and RI themes, and defining the ESG RI goals, constraints, or objectives within the legal documentation.
        

Describe how you incorporate ESG

          We work closely with MSCI and when it is adequate we propose a benchmark that applies ESG criterias.
        

10.4. Additional information. [OPTIONAL]


IC 11. Demonstrating value on investment research

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

          Quantitativly risk/return measure of our managers and funds selections relative to a universe or an index
Measuring the impact of diversification and strategy construction within the client objective, and comparing to the initial objective regarding performance, risk budgeting and legal constraints
        

11.2. Additional information. [OPTIONAL]


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