Sustainable and responsible investing has become a global phenomenon driven by investors, investment managers and rating agencies. The concept of sustainable investing has become an integral part of the financial world. But investors are finding it increasingly hard to keep up with the complexity of global businesses and the array of company, financing and supply chain risks they might encounter, many of which fall under the umbrella of ESG factors.
As a consequence, there is now a strong demand for ESG Transparency which can help investors identify, assess and manage ESG risks and opportunities within their portfolios. However, it still remains a challenge to assess and measure the ESG risks of an investment fund or investment mandate effectively.
Therefore and based on the tremendous interest in our last year’s ESG Market Insights Study, we did go ahead again with the analysis for 2017 – however, taking the increased market involvement into account, with even more data, new ESG portfolio attributes and a couple of new innovations. This year’s study screens more than 1’000 equity funds for their ESG characteristics: Risk, Impact and Value. The ESG investment ratings are applied to each investment fund on yourSRI on a dynamic basis and, hence, reflect up-to-date investment views. The dynamic ESG investment ratings on yourSRI detect all relevant changes, related to the portfolio structure of a fund or to the ESG ratings of the underlying issuer. This permits timely investment reporting and investment controlling.
Together with our partners we endeavour to promote and raise awareness concerning trends and issues in the field of responsible investing, aiming for greater transparency, comparability and measurability. And that’s exactly the aim of this publication.