What does this product consist of?
The 'SRI Funds Service' is the most comprehensive database of European SRI funds. The tool enables clients to make sophisticated and tailored analysis on almost 400 SRI funds.
Since 1999, Vigeo Italia (formerly Avanzi SRI Research) has been collecting the main features of European socially responsible funds, allowing comparisons within existing investments alternatives.
Further, financial data were then added to socially responsible contents, through the partnership with Morningstar, the global leader provider of mutual fund data/analysis (see Our Partners).
These data have also been used to generate periodic issues of the "Green, social and ethical funds in Europe", the European standard highlighting SRI funds trends in Europe.
What advantages does this product offer clients?
Thanks to its powerful serach engine, SRI Funds Service Standard allows our clients to:
- select companies based on both financial and socialy responsible criteria;
- compare the existing investment alternatives, based on managers approach to SRI and financial efficiency;
- obtain - for each fund - fact sheet including additional information such as:
- Fees and minimum investments,
- Risk/reward results,
- Asset allocation,
- Top holdings,
- Design and implementation of social responsibility policies,
- Fund approach to Social Responsibility Research,
- Ethical/Environmental Committee,
- Engagement,
- Transparency
- And Communication.
For further information, please do not hesitate to contact us:
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