Solutions for Investors
Investments performance Portfolio Analysis
Assess and report on the performance of your investments
Our data enables you to measure and manage both the overall and targeted performance of your ESG policy across your portfolio. We offer two different reports, providing in-depth data to inform your strategic management and communications.
Our Offer
Your need
Manage
the composition of your portfolio in relation to your responsible investment strategy
Identify
the issuers reducing the ESG performance of your portfolio
Benefit
from a scalable and comparative ESG “portfolio snapshot” that includes areas of risk
Communicate
with your internal or external fund managers
Our solutions
V.E evaluates the ESG performance of your portfolio, highlighting key risks and areas for improvement.
Mapping ESG performance and risk within your portfolio
Quantitative, qualitative, consolidated, dynamic and comparative analyses
Customisable dashboard
To help monitor your responsible investment approach and inform your internal and external communications
Two formats
Full Report
- Detailed analysis of the corporate and sovereign risks in your portfolio, based on a performance benchmark,
- ESG scores on different scales; consolidated data; trend analysis and identification of risks and opportunities,
- Identify the best and worst performers by fund and/or ESG domain.
Short Report
- ESG research: A4-page report for each fund, analysing ESG risk, performance and exposure to controversies and controversial activities,
- Carbon Footprint & Energy Transition: a report for each fund, summarising the carbon footprint, commitment to energy transition, and positive and negative impacts at global and sector levels.
