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Portfolio analysis
Would you like to know how your portfolio stands up in terms of sustainability and what consequences factoring in relevant criteria would have for the management of your portfolio? We will analyse your portfolio for compliance with criteria individually specified by you, thereby creating the basis for you to integrate social and environmental aspects into the management of the portfolio.Definition of the concept of sustainability
Together with you, we draw up a sustainability concept for capital investment that can include both the use of exclusion criteria and the definition of a best-in-class approach. This concept forms the basis for analysing the sustainability quality of your portfolio.
Analysis and reporting
We draw up a detailed report for you on the social and environmental quality of your portfolio. The aim of the analysis is to give you a soundly-based impression of the current sustainability status of your portfolio and of where there is potential for improving its sustainability quality.
Advice
We advise you on how to improve the social and environmental quality of your portfolio and, where necessary, align it more closely with your organization`s goals. Providers of sustainable investment products, e.g. funds, can use the evaluation to have the quality of their product independently evaluated and verified