We are your solution to 100% ESG* research coverage
We ESG research the small companies and the private companies no other provider covers
What is new at sustainAX?
To keep your clients, you should urgently target 100% ESG research coverage of your portfolios
Most investors have a tail of holdings in their portfolios lacking ESG research or ESG risk scores. Depending on the asset class, this may represent up to 50% in the Nordics, but also a significant proportion in certain asset classes around the world. It is to a large extent about unlisted/private bond issuers, about microcaps and newly introduced companies. The global ESG research providers do not cover this segment today. This should be urgently addressed due to Fiduciary Duty. In this article we will help you understand why you should target a 100% ESG research coverage of your portfolios to keep your clients. We also suggest a solution to this.
Impact risk in ESG risk – Do you integrate this?
The sustainAX team attended the Building Bridges in Geneva recently with target to improve our ESG research and ESG risk scoring. We figured out it was more valuable for us as Certified ESG Analysts to attend a Finance-Sustainability/Impact conference, despite our focus being risk, as this gave us a better understanding of the status and trends on the risk initiated by the impact companies have on the world around them (a part of double or dual materiality).
Our Core
Fundamental ESG research by ESG research analysts
Our approach to ESG research is fundamental, that means that we study all relevant publications by a company and combines this with fundamental understanding of ESG challenges of different activities and sectors. This makes us well placed to estimate the ESG risks of a company. We publish a 33 pages ESG research report per company with a conclusion highlighting the most important residual risks, a section suggesting how it should be integrated in investment decisions and a list of all the questions we think should be asked to the company in question.
Based on our fundamental ESG research process, we score up to over 130 separate indicators on the ESG risk mitigating impact, or seen from the other side, what level of ESG risk that remains on that specific point of interest. Based on our understanding of ESG materiality, we make a weighted total ESG risk score for the company we have researched.
Based on our fundamental ESG research process, we score up to over 130 separate indicators on the ESG risk mitigating impact, or seen from the other side, what level of ESG risk that remains on that specific point of interest. This data is available as an option for clients with own ESG score methodology.
In addition to ESG research, we gather PAI data for the companies we research. This includes all the mandatory and the full E and S voluntary lists. This data is available as an option for clients.
In addition to the ESG research, we screen companies for activities, practices and products that investors at times exclude from their investible universe. All the activities in the EU EET file are included, plus a more detailed set of screening criteria in the fossil fuel value chain, for example oil sand, fracking, upstream and down stream activities. This data is available as an option for clients.
What we offer
What is your sustainability axe?
ESG Research
Do you need more ESG* research for your portfolio holdings or do you need help with ESG* integration processes?
Corporate Social Responsibility
Would you like to improve your CSR report? Would you like an audit by an independent specialist?
ESG Transparency
Would you like to see that the companies you are introducing to the markets are sustainable? And that they publish relevant ESG* information?
We are here to help you with sustainability
We help asset managers meet the sustainability expectations of their clients and other stakeholders through access to a large ESG* Research library and advice on ESG* Integration processes
We help companies meet the sustainability expectations of the investors, employees and other stakeholders through analysis of their sustainability communication and advice on improvement
We help investment banks ensure new companies are aligned with investors’ sustainability expectations through analysis of the companies and advice on communication
We have valuable experience in financial markets and asset management combined with a certified and multi-year relevant experience in the sustainability field
Deep and wide experience from financial markets and asset management since 1994, both from the Nordics and in Continental Europe and mainly with major investment banks
Our approach to ESG* research is based on current standards and quality is ensured through CESGA (EFFAS) certification although we recognise the standards are in motion
The combination of the two is leading to deeper understanding of how ESG* factors have impact on companies and also how companies have impact on them – double materiality
