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You are here: Home / Services / Paid Services / ESG and Controversies Investment Screenings

ESG and Controversies Investment Screenings

yourSRI’s ‘ESG & Controversies Fund & Portfolio Screening’ tools – an individual and cost efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
  • Investment reporting & controlling solutions with an objective and standardized framework for in-depth analysis
  • Efficient benchmarking and peer group comparison
  • Monitor controversies in your investment portfolio and check your compliance with international norms and standards, such as the UN Global Compact
  • Suitable for all funds, portfolios and mandates

yourSRI.com is partnering with MSCI, a leading data provider of ESG research and ratings. Covering over 6,000 companies .

ESG Fund Screening

Based on the fund’s portfolio holdings the methodology enables investors to break down the individual share and impact of a fund’s underlying company's ESG Company Assessments respectively Ratings. Consequently, the entire ESG and Controversies factors of a fund’s portfolio can be calculated.

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The ESG screening results feature a standardized report. It offers in-depth analysis on the ESG & Controversies risks of funds’ holdings respectively portfolios as well as peer group comparisons. The reports are supported by a data-driven and easy-to-interpret visual analysis of a fund’s or portfolio’s ESG profile. It shows the distribution respectively classifications of the underlying companies with regards to the ESG-score and therefore identifies ESG & Controversies investment risks and opportunities not always captured by conventional analysis.

Interested in a preview? - Click here for a sample report

 

ESG Portfolio Screening

In addition to the screening on the product (fund) level, yourSRI is able to screen the ESG factor of individual portfolios for asset managers, banks, insurance companies, institutional investors and other asset owners. Simply upload your portfolio and within minutes it provides you with a detailed overview of the ESG factors of your investments.

The portfolio screening works best with full holdings based on equity portfolios. However, in contrast to other service providers, thanks to our unique system and issuer linkage tool the analysis is able to cope with most non-equity investments like fixed income products, depositary receipts or even sustainable investment funds resulting in a higher coverage ratio.

Like the ESG Fund Screening, the ESG Portfolio Assessment results feature a standardized report. The reports are supported by a data-driven and easy-to-interpret visual analysis of the portfolio’s ESG profile including the distribution respectively classifications of the underlying companies.

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Interested in a preview? - Click here for a sample report

 

Accessing the ESG Investment Screening is easy:

Use our yourSRI-credits to access the ESG Investment Screening Services (ESG Fund or Portfolio Screening Reports). Choose the exact amount of credits you require for your report, or choose a package.





More information

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