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Valoral Advisors

Service Providers Framework 2020

You are in Research and Data Provision » Research/process level

Research/process level

RDP 02. Sources for research and/or rating

02.1. Indicate the types of sources you use for research and/or ratings of companies/sectors/geographies or similar. Tick all that apply.

02.2. Indicate how ESG factors are incorporated into your research and/or rating methodology

02.3. Describe how you define materiality and how this is captured in your research and/or rating methodology as well as final product.

          We focus on specific ESG factors within the broad food and agriculture investment space which are known to have the largest impact in the sector and in our planet. For this purpose, we have a screening done on major factors that we use to review investments. We typically capture this in an ad-hoc way, considering that most of the investments we review are private assets within very specific strategies.
        

02.4. Additional information. [OPTIONAL]


RDP 03. Stakeholder input (Not Applicable)


RDP 04. Up-to-date assessment and ratings

04.1. Indicate how you ensure that your ESG assessment of companies/ sectors/ geographies or similar is up-to-date and that new information is incorporated or new assessments are conducted at reasonable intervals.

04.2. Additional information. [OPTIONAL]


RDP 05. Balanced research and assessment

05.1. Indicate how you typically ensure a balanced approach to your research methodology and assessing/rating of companies/sectors/geographies or similar. Tick all that apply and explain your approach to each option.

Type of indicators

Explain your approach

          Most of our clients consider appropriate to balance quantitative and qualitative indicators, as in many cases the availability of quantitative indicators might be limited.
        

05.2. Additional information. [OPTIONAL]


RDP 06. Consistency and comparability

06.1. Describe the control processes in place to ensure quality of research.

          We usually have our research reviewed by different members of our team or we validate relevant aspects of our research with trusted consultants in our network.
        

06.2. Additional information. [OPTIONAL]


RDP 07. Emerging ESG issues and trends (Private)


RDP 08. Client use of outputs (Private)


RDP 09.


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