Fund Assessments & Label

Due to the increasing willingness to incorporate additional aspects into investment decisions, sustainable or socially responsible investments (SRIs) have strongly gained in importance especially over the past few years. The concept of SRI has therefore become an integral part of the financial world and plays a major role for various groups of actors.

This trend is fuelling a need for a greater breadth and depth of information as for the investor with a focus on sustainability, there is a very large selection of mutual funds available worldwide. In the past few years alone, the number has nearly doubled. In line with this, investors complain about the diverse use of the term sustainability and the complexity and heterogeneity of the concepts behind the word.

As a consequence, the focus has increasingly changed to the central question of how to create transparency in this diverse environment and how sustainability can be made more measurable – since sustainable doesn't simply mean sustainable.

Sustainable Fundreports – Transparency for the future
In light of this, yourSRI.com has now joined forces with Care Group AG (Zurich), one of the leading companies worldwide in the analysis of sustainable investment funds, with more than 15 years of experience.

The company has developed a scientifically based methodology to make sustainability comparable. For this purpose, Care Group's method evaluates more than 70 indicators across four categories (research quality, portfolio quality, engagement and transparency) and represents them visually. The sustainability factsheets prepared by Care Group provide a simple, uniform, intelligible and transparent overview. Care Group's comprehensible methodology and many years of profound market expertise create transparency and guarantee an independent and credible evaluation.

The three objectives of a Sustainable Fundreport are:

The yourSRI Sustainable Fundreports provided by Care Group offer a through and fair evaluation of funds in line with those objectives.

The resulting explicit and comprehensive fact sheet is basis for clear investment decisions and is much valued by finance professionals, fund management companies and private investors who require a transparent and comparable analysis.

Have a look at the Sustainable Rating:

Interested in the detailed Fund Rating Methodology? - Click here for further information
Interested in a preview? - Click here for a sample report

What can you expect from a Sustainable Fundreport?

• Sustainability Ratings are available for a global universe of about 400 sustainability funds.
• The Sustainability Factsheet is a standardized reporting solution which quantifies the quality of a fund‘s sustainability performance.
• The final sustainability rating and subratings are based on more than 70 indicators across four categories (research quality, portfolio quality, engagement and transparency).
• The charts and diagrams provide a quick overview of a fund‘s strength and weaknesses in comparison to its peer group.
• All relevant information like fund key data, non-financial investment criteria and the sustainability rating and subratings are available.
• Download the fact sheet as a PDF document in order to use it in your daily work or integrate it in your business line (further export options are available too).

Accessing the Sustainable Fundreports is easy:

To access the Fundratings, you've to buy credits. Choose the exact amount of credits you require, or choose a package. The more Credits you buy, the more money you save as we offer generous accretion of discounts. And with our range of offers, you always have enough credits at hand.

The yourSRI Diamond Standard as an objective quality label
For investors, it is not only a challenge to gain a detailed picture of the SRI quality of a fund, but also to do so quickly. In addition to the objective transparency and evaluation of sustainability, the intelligibility of the information provided is therefore becoming increasingly important as well. yourSRI.com has actively taken on this challenge and is now launching a quality label – the yourSRI Diamond Standard:

True to its motto "For Transparency in Responsible Investing", this label provides guidance to investors and the interested public, indicating that a neutral sustainability rating is available which is independent of product providers and compiled on the basis of strict and objective criteria.

Nearly 400 investment funds have already been certified with this label worldwide, providing a fair comparison and making it easier for investors to combine performance assessment with a sustainability rating when making their investment decisions.

In a sustainable way, the yourSRI Diamond Standard takes account of the trend toward transparency and quality.

More information: