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Service Providers Framework 2020

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Incorporating ESG

REP 03. Incorporating ESG

03.1. Indicate whether you incorporate ESG factors into your reporting products for clients.

03.2. If yes, describe how you typically incorporate E, S, and G factors into the reporting.

          Universal Investment offers ESG and CO₂ reports for investors' portfolios. ESG reporting is currently based on MSCI ESG Research. The sustainability is measured using a scoring model on a scale of 0 to 10. A client portfolio’s ESG score is compared in the evaluation with the ESG scores of a sustainability benchmark, as well as of a conventional market benchmark. Further analyses show what individual positions have particularly positive or negative sustainability scores. In addition, a top-10 overview identifies the best and worst portfolio positions on the basis of the ESG criteria. Individual evaluations based on the so-called business involvement or impact monitor state which controversial industries, countries or practices have a particularly high representation in a portfolio. In addition to an ESG analysis, the portfolio's CO2 footprint can also be shown. The CO2 emissions of the individual positions are calculated, stranded assets reported and efficiency, risk exposure and positive allocation analysed in relation to clean technology.
Furthermore, we are now working on an UI ESG report with variable scopes (S, M, L) depending on the information level required or the target audience (for instance fund initiators need tailored information for retail clients). This report will also incorporate sustainability standards/norms like the Sustainable Development Goals (SDGs) or the UN Global Compact by disclosing to what extent investments contribute to SDGs or resepct the Global Compact principles.

03.3. Additional information. [OPTIONAL]