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Valoral Advisors

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

          We usually define key ESG factors to consider, we collect relevant ESG data and we assess this data against specific benchmarks or expectations.
        

Describe how you incorporate ESG

          We usually define key ESG factors to consider, we collect relevant ESG data and we assess this data against specific benchmarks or expectations.
        

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.

          Given that most of the investment research we conduct is for private, iliquid investments, the value we create is usually materialized over the long term. Thus, it is a long, ongoing process through which our clients can appreciate the performance of the subject investments.
        

11.2. Additional information. [OPTIONAL]


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