Investments performance   Portfolio Analysis

Assess and report on the performance of your investments

Obtain concrete data to measure and manage the implementation of your global or targeted ESG policy across your portfolio. Through two formats of audit reports, Vigeo Eiris provides you with in-depth data to feed your strategic management and communications.

Our offer

1.
Your need:

Manage

the composition of your portfolio in relation to your responsible investment strategy

Identify

those issuers decreasing the ESG performance of your portfolio

Benefit

from a scalable and comparative ESG ’snapshot’ of your portfolios, including their risk areas

Communicate

with your internal or external fund managers

2.
Our solutions

Vigeo Eiris rating evaluates the ESG performance of your portfolio and highlights areas of risk and the potential for progress.

Mapping of the ESG risks and performance of your portfolios
Quantitative, qualitative, consolidated, dynamic, and comparative analyses

Configurable dashboard
for tracking your sustainable investment approach; beneficial for your internal or external communications

 

Two formats:

FULL REPORT
Detailed analysis of the risks in your portfolios (corporate and sovereign) based on a performance benchmark: ESG scores on different scales, consolidated data, trends analysis and identification of risks and opportunities.
This full report enables you to know what are the best and worst performers by fund and/or by ESG domain.

SHORT REPORT

  • ESG : For each fund a 4-page report summarizing an analysis of ESG risks and performance, plus exposure to controversies and to controversial activities.
  • Carbon Footprint & Energy Transition : For each fund a report summarizing the carbon footprint, the level of commitment to energy transition, as well as positive and negative impacts at global and sector levels.

3.
Why Vigeo Eiris ?

Methodology
Robust, stable and based on international standards. Find out more about methodology

Coverage
ESG research on 4000 issuers and thematic research covering up to 10,000 issuers

Customisation
Global and multi-class asset rating database, search adaptable to specific RI approaches, customisable Extranet

Quality
Team of 120 analysts, organised by sector; partner of financial organizations Ethibel Forum and Euronext

Innovation
A continuous research and development process

Étude de cas

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