Portfolio analysis services

Our services enable you to:‎

• Evaluate the ESG risks and performances of your portfolios
• Ensure that your funds comply with international ESG norms or with your ethical principles

PORTFOLIO ESG RISKS ANALYSIS‎

If you are seeking to: ‎

• Evaluate the ESG risk profile of your portfolio prior to  establishing a socially responsible investment ‎approach
• Gain a better insight into your investment risks ‎
• Initiate engagement strategies with companies that you are investing in
• Monitor the ESG performance of your portfolios on a regular basis ‎
• Report to your own clients on the ESG risks and performance profile of your funds

With its Equi-visio service,  Vigeo rating measures the ESG performance of your portfolios and highlights ‎areas of  risks.‎

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PORTFOLIO ETHICAL COMPLIANCE ANALYSIS

If you are seeking to: ‎

• Ensure that your portfolios comply with international norms and conventions
• Ensure that your investments comply with your own ethical principles ‎
• Protect yourself from reputation risks‎

Vigeo rating proposes to screen your portfolios and verify their compliance with different principles such as:‎

• The principles of the UN Global Compact,
• the ILO standards (child labor, forced labor, labor rights),‎
• Environmental or  Human Rights norms
• The non-involvement in controversial weapons (anti-personnel landmines, cluster bombs, nuclear, ‎biological and chemical),‎
• The non-involvement in controversial activities (gambling, tobacco, alcohol, armament, dangerous ‎chemical products, GMO, pornography, animal maltreatment)