You are here:Home / ESG & Carbon / Stories / yourSRI - Fund currently not available

Total Funds: 30.000
Major investment markets
Global Coverage

Over 100 ESG Scores of 30'000 Mutual Funds and ETFs globally

The yourSRI fund universe

 

yourSRI global universe covers the main international fund markets – in addition to Europe this consists of Australia, Canada, China, Hong Kong, Japan, Singapore and the United States. Based on Assets under Management this covers over 97% of the investable market universe.

Powered by our partner MSCI ESG Research, we do leverage MSCI’s ESG Ratings and research coverage to create ESG ratings and scores for approximately 30’000 multi-asset class (listed equity, mixed and fixed-income) Mutual Funds and ETS in those markets.

The aim is to provide fund-level transparency to help clients better understand and measure the environmental, social and governance characteristics of a portfolio, and rank or screen funds based on a diverse set of ESG exposure categories.

 

 

Availability of Funds
not all funds and the corresponding
ESG Scores
can be accessed at all times. 

 

The Fund ESG Ratings as well as all the underlying Scores and Factors are available for purchase via our platform respectively the client desk. However, as we endeavor to promote and raise awareness concerning responsible investing and aim for greater transparency of the market, we will always ensure that 10’000 funds are displayed and can be accessed free of charge.

Key facts:

10’000 Selected Funds are displayed any time
ESG Scores and Executive ESG Summary can be accessed
• available Funds are randomly selected every day

 

Why and What are the Benefits of an ESG Fund Rating?


To follow Peter Lynch’s advice, “know what you own and why you own it”, is increasingly difficult, particularly for a new generation of investors with demand for instant access to information that meets their specific preferences. And that’s what yourSRI is all about. As a new tool, yourSRI is able to provide new depths of information and enables investors to both ask deeper questions of their managers and tailor investments to meet their specific preferences


I’m interested in the full, detailed ESG Fund Report – is this available?


Of course, for each fund a detailed Rating Report is being generated, covering the Rating, the Peergroup, Rating Distribution, Controversies, Business Involvement and Global Norms as well as the Impact Measurement.

If the fund you’re interested in is currently not accessible and you’re looking for the full ESG Rating Report of such a fund, we’re more than happy to help. Please get in touch with your relationship and support team: info@yoursri.com

Sample: Full ESG Report | Sample: Full Carbon Report


Is there an option to guarantee the display of specific funds?


Yes, specifically for asset managers and fund administrations to be in line with current transparency standard and regulations such an option has been developed.  Our “Listed Fund”-package ensures that the corresponding products are visible and accessible around the clock. No random selection takes place. This comes with further benefits:

  • permanent listing on yourSRI
  • availability also on all corresponding yourSRI #local pages
  • yourSRI Transparency Label – yourSRI grants asset managers the permission to use the Label/Badge associated with their funds in public facing fund related documents or web pages.

If you are interested in listing your fund, please contact our team.