ESG & Carbon Fund- and Portfolioscreener


Asset owners and managers are increasingly aware of the potential risk and impact that environmental, social and governance (ESG) factors can have on the long-term risk and return profile of funds and investment portfolios. However, it remains a challenge to effectively evaluate a portfolio’s ESG risks and to assess how ESG factors are integrated into the investment process.

yourSRI’s screening tools can help by providing an objective and standardized framework for measuring and benchmarking ESG characteristics and for evaluating the risk profile of funds and individual portfolios. The multi-dimensional risk assessments provided at fund and portfolio level allow clients to measure the material ESG exposure of portfolios.

Portfolio screening works most effectively as a holdings-based analysis of equity portfolios. Thanks to our unique issuer linkage tool, the analysis is also able to cope with most non-equity investments like fixed income products, depositary receipts and even sustainable investment funds.

The ESG screening results feature in standardized report. The reports are supported by a data-driven and easy-to-interpret visual analysis of a fund’s or portfolio’s ESG profile.

ESG-Rating-&-Ranking
 


Investing in a company also means owning this company’s greenhouse gas emissions. Understanding a company’s Carbon footprint leads to a better understanding of hotspots that can have an impact on the global climate. With yourSRI’s powerful portfolio Carbon screening tools, investors and investment specialists can assess a fund’s greenhouse gas footprint and the Carbon footprint of individual investment portfolios.

Portfolio screening works most effectively as a holdings-based analysis of equity portfolios. Thanks to our unique issuer linkage tool, the analysis is also able to cope with most non-equity investments like fixed income products, depositary receipts and even sustainable investment funds.

The Carbon screening results feature in standardized report. These Carbon reports showcase – among many other aspects – the largest greenhouse gas contributors within the portfolio, outline the cost for off-setting your investment’s emissions and explain the individual emissions of companies within your portfolio.

Why use yourSRI’s screening tools?

  • Stay informed – Carbon exposure is a risk that can affect financial returns
  • Get protected – Optimize your investments with targeted transactions
  • Drive sustainability – Help fight climate change by investing in SRI
  • Find a leading-edge – Offer low-Carbon or climate neutral products
  • Understand all details – Use the most complete and accurate emissions data on the market