According to numerous studies, sustainable and socially responsible investment has grown significantly over the last ten years, exceeding the growth of most other investment strategies. Asset managers and owners have increasingly become aware of this trend and of the effect that environmental, social and governance (ESG) factors can have on the long-term risk and return profile of their investment portfolios. However, it still remains a challenge to assess and measure the ESG risks of an investment fund or investment mandate effectively.
yourSRI closes this assessment gap in two ways: All mutual funds are considered for the ESG investment ratings whether they actively incorporate ESG criteria in their investment policy or whether the ESG content is managed passively.
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.