Our methodology has been developed over 12 years by our experienced analysts in cooperation with sustainability experts, investors, and dedicated organizations.
Our methodology analyses the global sustainability fund market with a standardized method providing transparency, measurability and comparability, summarized in our sustainability rating and visualized on a sustainability diamond.
Sustainability Score and Rating
We analyze funds according to 4 main measures (or categories) summed in a sustainability score:
Does the portfolio offer an added sustainability value in comparison to a standard portfolio?
Does the fund exercise its voting rights, dialogue with portfolio companies on sustainability issues?
Are all relevant financial and non-financial data publicly available? What is the level of cooperation during the assessment process?
Visualization of our 4 rating measures in a diamond, standard and easy to read for all funds.
The lines linking the fund performance in each of the 4 measures display the sustainability performance of the fund as a net which is compared to the one of the median fund.
The sustainability rating is then calculated by an aggregation and comparison process.