Solutions for investors

Promoting responsible and sustainable investment

Managing climate risk, the transition towards sustainable energy and incorporating Environmental, Social & Governance (ESG) factors into financial decisions are of increasing importance to a growing number of investors. The benefit of using ESG criteria to determine the security and value of investments is now widely acknowledged. Though ESG integration procedures vary, they all form part of a broader approach towards risk management and sustainable value creation.

Initiate, implement, or manage your ESG investment strategies across asset classes

Increasing numbers of investors are integrating ESG criteria into their activities due to regulatory requirements, the risk of asset impairment, stakeholder pressure and changes to growth patterns. Incorporating ESG also enables investors to differentiate themselves in a highly competitive market. 

Support for Responsible Investment Strategies

Regulatory requirements, the risk of impairment of assets, stakeholder pressure, changes in growth patterns, and competitive differentiation drive more and more financial players to develop a strategy to integrate ESG risks into their activities.

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ESG Integration into financing operations

V.E offers a full range of services dedicated to institutional investors, whether invested in capital (private equity, construction, and property) or debt, and our services cover all ESG integration requirements (strategy, implementation, reporting and communication).

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Access research adapted to all investment approaches

To identify risks related to ESG, to detect opportunities for future value creation and to be informed swiftly about controversies and litigations, all require research and data that is reliable, up to date, accessible, and customizable. V.E provides research and services adapted to many types of investment.

ESG Assessment

Benefit from research and services adapted to all types of investments aiming at taking into account ESG risk factors in the management of your investment universes. V.E gives you access to analysts’ opinion on companies’ management level of sectorial issues within your portfolios.

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Controversy Risk Assessment

Use V.E’s Controversy Database to stay informed about allegations and litigation affecting companies in your portfolio. These events can impact a company’s reputation and legal security. We inform you of severity, frequency, and the company’s response to the events.

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Climate Risk Assessments

Investors have rallied in support of achieving the carbon emissions reduction targets set by the Paris Climate Conference (COP 21). Several complementary approaches are available to investors including: divestment; the allocation of resources to sectors and activities that heavily contribute to a low carbon economy; or moving investment to those issuers that are making a commitment to continue on the path towards energy transition.

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Sustainable Goods & Services

In 2015 UN member states adopted sustainable development goals, to renew and extend the scope of action of economic and financial players. We provide an opportunity for investors to guide their resource allocation to sustainable activities and services, and contribute to sustainable growth.

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Controversial Activities & Weapons

You have chosen to implement an ‘ethical’ investment policy, and now you want to exclude companies from your investment universe whose activities or products are deemed ‘disputable’, or a risk to health or the environment, for example. Our goal is to provide you with reliable information so that you can make informed ethical investment choices.

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Sudan Screening

In 2007 the US government passed legislation in response to the genocide in Darfur. The legislative model supported US states’ and investors’ decisions to divest from companies with certain business ties to Sudan. V.E research details companies that have operations in sectors most exposed to conflict risk in Sudan. Our research is designed to correspond with the terms of the targeted Sudan divestment legislative model and policies based upon it, therefore helping US investors to comply with their obligations.

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Monitor your investment’s performance: ESG, Carbon, Energy Transition…

As well as wanting to know your portfolio’s level of exposure to critical ESG risks, you may also want to measure your portfolio’s carbon footprint, to identify the proportion of your portfolio invested in sustainable goods and services, or to identify those companies that are making a contribution to energy transition. V.E offers a range of services that can meet all these information needs.

 Portfolio analysis

Obtain concrete data to measure and manage the implementation of your global or targeted ESG policy across your portfolio. Through two formats of audit reports, V.E provides you with in-depth data to feed your strategic management and communications.

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Build and implement ESG investment universes and indices

The integration of ESG factors in the construction of financial products brings new drivers of growth to responsible investment. Work with V.E to build a customized investment universe, with thematic or generic indices that ensure a visible connection between financial and non-financial performance.

Investment universe / ESG structured products

Benefit from V.E’s support in the development of structured products or bespoke investment universe, combined with responsible investment strategies.

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Indices & ESG Ranking

Find out about indices and ranking ranges managed by V.E, in partnership with financial and ethical organisations, and which highlight companies with more advanced CSR approaches.

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Research team

120 analysts

trained in the same method of analysis Equitics© and quality assurance, regardless of their geographical location

28 nationalities

fluent in Japanese, Spanish, Arabic, English, French, Chinese…

Organisation in 4 divisions

ESG Research (8 sector groups), Thematic Expertise, Specialised Research, Responsible Investment Services

Continuous development

of sectoral and thematic expertise