Solutions for Investors

Investments performance   Portfolio Analysis

Assess and report on the performance of your investments

Our data enables you to measure and manage both the overall and targeted performance of your ESG policy across your portfolio. We offer two different reports, providing  in-depth data to inform your strategic management and communications.

Our Offer

1.
Your Need:

Manage

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

Identify

the issuers reducing the ESG performance of your portfolio

Benefit

from a scalable and comparative ESG ‘portfolio snapshot’ that includes areas of risk

Communicate

with your internal or external fund managers

2.
Our Solutions

Vigeo Eiris evaluates the ESG performance of your portfolio, highlighting key risks and areas for improvement.

Mapping ESG performance and risk within your portfolio
Quantitative, qualitative, consolidated, dynamic and comparative analyses

Customisable dashboard
To help monitor your responsible investment approach and inform your internal and external communications

 

Two formats:

FULL REPORT

  • Detailed analysis of the corporate and sovereign risks in your portfolio, based on a performance benchmark
  • ESG scores on different scales; consolidated data; trend analysis and identification of risks and opportunities.
  • Identify the best and worst performers by fund and/or ESG domain.

SHORT REPORT

  • ESG research: A 4-page report for each fund, analysing ESG risk, performance and exposure to controversies and controversial activities.
  • Carbon Footprint & Energy Transition: A report for each fund, summarising the carbon footprint, commitment to energy transition, and positive and negative impacts at global and sector levels.

3.
Why Vigeo Eiris ?

Methodology
Robust, stable and based on international standards. Learn more about our methodology

Coverage
ESG research on 4,000 issuers; thematic research covering up to 10,000 issuers; a global rating universe covering multiple asset classes

Customisation
Research adaptable to different responsible investment approaches, via a customisable database

Quality
Processes certified to the Responsible Investment Research Standard

Innovation
A continuous research and development process

Étude de cas

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