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portfolio analysis

How would you rate the current social and environmental quality of your portfolio? And how much work needs to be done if you want to give greater weight to sustainability criteria in your capital investments in future? These are often the first questions to be considered when actively examining sustainable investment. Answers to them are provided by the “oekom ESG PortfolioCheck”, which comprises the following services:


Definition of the concept of sustainability
Together with you, we draw up a sustainability concept for capital investment that can include both the use of exclusion criteria and the definition of a best-in-class approach. This concept forms the basis for analysing the sustainability quality of your portfolio.


Analysis and reporting
We draw up a detailed report for you on the social and environmental quality of your portfolio. The aim of the analysis is to give you a soundly-based impression of the current sustainability status of your portfolio and of where there is potential for improving its sustainability quality.


We advise you on how to improve the social and environmental quality of your portfolio and, where necessary, align it more closely with your organization's goals. Providers of sustainable investment products, e.g. funds, can use the evaluation to have the quality of their product independently evaluated and verified.


Contact: Client Relations, e-mail: ri.advisory@iss-oekom.com

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