fundinfo offers tailor-made fund research, manager selection and investment advisory relating to investment funds. As we believe that the integration of sustainability has a positive impact on the returns of investments, we analyse the quality of the integration of environmental, social and governance (ESG) issues. We believe that the analysis of ESG factors leads to more visibility in the investment analysis and to a reduction of financial and reputational risks. We are convinced that the principles of responsibility and active ownership are of socio-political relevance. Therefore, we analyse the implementation of the principles of responsible investment and active ownership by the asset management firm. We score investment funds on the following dimensions: sustainability of the asset manager, sustainability of the investment process, stewardship (proxy voting & engagement), transparency.
fundinfo also implemented holdings based ESG fund data from MSCI within the Digital-Advisor which is a cloud based system for fund selection. The tool scores active and passive funds based on scientific criteria derived from quantitative and qualitative factors. Within the Digital-Advisor, fund selectors have the possibility to screen for funds that score high on holdings based MSCI ESG quality scores. Added to that, they also can screen for funds that have little in exclusion industries (e.g. weapons, alcohol, tobacco) or that have a high exposure to impact industries (e.g. clean tech or social impact). Furthermore, clients can search for fund portfolios that exhibit a low average carbon intensity.