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Prometeia Advisor Sim

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

          ESG issues are taken into account with an integrated approach on asset class macro consideration, evaluating those ESG issues and trends that have an influence on asset allocation
        

Describe how you incorporate ESG

          ESG issues are taken into account with an integrated approach on the portfolio, even for those that do not have a sustainability policy
        

Describe how you incorporate ESG

          We are developing additional performance analysys for those portfolios that have a clear commitment to sustainability portfolio management
        

Describe how you incorporate ESG

          For those clients who ask for an ESG mandate, we provide support and additional analysis in structuring the mandate
        

Describe how you incorporate ESG

          Additional indicators on the benchmark construction are taken into account when selecting an ESG benchmark
        

Describe how you incorporate ESG

          ESG criteria are taken into account with an integrated approach to equity research at a macro, sector and company level
        

Describe how you incorporate ESG

          ESG criteria are taken into account with an integrated approach to equity research at a macro, sector and company level
        

Describe how you incorporate ESG

          All analysis combines a qualitative and quantitative approach, therefore quant research applies with a proprietary framework to all research activities
        

Describe how you incorporate ESG

          Additional considerations of ESG issues are taken into account with a sector specified approach based on different indicators weight in relation to the sector
        

Describe how you incorporate ESG

          Analysis of asset class, portfolios, sector and companies, also include a thematic approach on ESG issues and trends that can influence the investment.
        

10.4. Additional information. [OPTIONAL]

In order to implement its Sustainability commitments and be more effective, Prometeia relies also on an external support system. Specifically to research, Prometeia buys research from different ESG providers on a global scale. 


IC 11. Demonstrating value on investment research

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

          Specifically to research, we believe there is a strong connection between research and investment return. If the research is good it often leads to positive investment return.
        

11.2. Additional information. [OPTIONAL]

 

 


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