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How to integrate ESG dimensions in AM Reporting

Recorded Webinar

Large variety of business functions

ESG Issues

ESG Issues are a Reality

 

All International organizations set up their own guidelines, frameworks, directives,… to guide sustainable development:

ESG Investment

ESG Investment is a Choice

4 approaches of ESG Investment:

  • Philanthropy - Investors consider the ESG target without the financial returns target

  • Impact Investment – Investors want to have a positive impact on ESG alongside their financial returns. They will invest in companies that provide solutions to ESG issues.

  • Ethical Standards – Investors want to align their investments with their ethical standards alongside their financial returns. They will exclude non ethical activities from their investment universe

  • ESG Integration –Investors want to reduce their negative impact on ESG alongside their financial returns. They will integrate ESG criteria's to select companies in such activities, sectors or countries.

 

To learn more, please visit:

ESG Metrics

ESG Metrics are a Requirement

Most providers deliver ESG data for equities, fixed income and alternatives. ESG Metrics are based on non-financial information about issuers (corporate or government). The 2 common ESG metrics are:

  • Ranking - S&P DJI ESG Scores - with values from 0 to 100, for example

  • Rating - MSCI ESG Rating - for example-with rate from AAA to CCC, for example

 

Most providers disclose their own ESG Indexes. The construction’s methodology is specific for each and Indexes must be selected following the ESG approach

To discover offers of selected providers, please visit:

ESG Reporting

ESG Reporting is a Challenge

 

Deliver comprehensive ESG analytics and reporting to clients by managing:

 

  • Data and Ratings on Issuers

  • Based on qualitative information

  • Coverage Rate

  • Multiproviders

  • No standardisation

  • Careful interpretation

 

To learn more, please visit:

https://blog.degroofpetercam.com/fr/sustainability/1242/

https://www.fidante.com/resources/esg---asset-allocation

Solution...

AMINDIS offers solutions to produce ESG factsheets but mainly to integrate ESG dimensions in complete portfolio management reporting.

 

The unique and integrated software AM-DIS provides business functions in line with  state-of-the art potfolio analysis, including ESG dimensions.

 

View our webinar recorded on 26th of June

or ask us a demo.

Integrated system

Go further by easily adding other modules