DIGITAL SOLUTIONS

Tailor-made and complementary solutions to improve the sustainability and impact of your investments

1. ESG Consensus Portfolio Check
   Evaluate a portfolio or an investment fund against ESG criteria
• Based on various databases linked to sustainable investment and thanks to the ESG Consensus® tool, the Portfolio Check screens all positions of an investment portfolio or investment fund.
• The appraisal gives the full picture of all the various securities held, to evaluate the ESG quality of a set of investments and to highlight the convergence or divergence of view on a company and/or country.
• The Portfolio Check applies both to the evaluation of securities in a single portfolio (separated by asset classes or regions) or to a global mandate. The Portfolio Check flags potential ESG controversies and risk exposures. These are based on predefined sustainability criteria as well as positive or negative exposures linked to such criteria.
• Easy to read and use, the assessment is delivered as a summary report. The assessment allows any investor to quickly visualize the amendments to be made to improve the impact and the sustainability.
2. Value Mapping
   (Re-) define an investment policy and sensitivity analysis according to ESG criteria
• Thanks to its Value Mapping tool, Conser enables investors to systematically map their sensitivity according to ESG criteria with the goal to define or adapt their investment policy.
• Based on the Value Mapping results, Conser guides its clients in drafting investment guidelines (principles or an investment charter) .
3. Investment evaluation
   Identify quality ESG investments
• Conser relies on its methodology and tools– ESG Consensus® and databases – to find investment opportunities in line with sustainable investment principles, an ESG investment policy and/or impact and sustainability goals defined by the investor.
• Stock selection: Conser covers nearly 5’500 companies in 170 countries and thousands of ESG data from 20 independent and complementary sources. The ESG Consensus® tool enables the selection of ESG quality securities, whose positive and sustainable impact is based on a neutral and impartial evaluation.
• Fund selection: by combining qualitative data (process, team, due diligence) and quantitative data analysis (historical, risk and performance factors), Conser has developed a proprietary database grouping hundreds of sustainable investment funds of all asset classes.