We have developed a proprietary methodology to assess the sustainability of asset manager and investment instruments.
Our goal is to understand which investment is really making a difference in term of sustainable innovation that have a clear impact on investment performance.
The outcome is an integrated financial and sustainable assessment of the investment.
In our process, we consider different aspects:
- asset manager overall sustainable development and commitment
- the complexity of the sustainability research and its integration in the investment process
- sustainable team structure and field of operation
- fund strategy' s degree of sophistication
- portfolio managers team: experience and sustainable knowledge
- risk manager integration with the portfolio managers team
- engagement activities
- sustainable reporting
- fund external label