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Common Interests

Service Providers Framework 2020

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

          MSCI ESG reports are available for all securities.
        

Describe how you incorporate ESG

          portfolio level ESG reports are available from Morningstar & MSCI
        

Describe how you incorporate ESG

          we benchmark performance both in terms of total return and esg data (through MSCI)
        

Describe how you incorporate ESG

          we mindfully select non-ESG benchmarks in order to fight the myth of ESG's underperformance.
        

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.

          the client reporting at the end of a research engagement is generally sufficient.
        

11.2. Additional information. [OPTIONAL]


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