We are your solution to 100% ESG* risk research coverage
We ESG risk research the small companies and the private companies no other provider covers
What is new at sustainAX?
Engagement is not new to investors and traditionally this has mainly been about two things, Corporate Governance (part of the G in ESG) and Severe Controversies (can be under E, S or G in ESG). Both of these are addressed for companies that an investor already owns where something relative to these aspects has happened… Engagement on these factors should of course continue and risk professionals will. Companies are at large good at communicating corporate governance information and severe controversies are not difficult to identify through press and other news wires like Bloomberg and Reuters. That said, it is time to broaden and deepen the engagement approach along the better understanding of the full ESG factor risk spectrum.
Different types of ESG* data and why you will always need the fundamental ESG* analyst
The debate about ESG, the search for best practice and the search for ESG data are still hot topics and it will be for some time. In many recent meetings with asset managers, we have had many interesting discussions about ESG data. Asset managers need ESG data to be able to align with EU Sustainable Finance Disclosure Regulation (SFDR) requirements and they need data vendors. There are two types of ESG data vendors in the market, Corporate ESG Data (reported and estimated data) and ESG Research Data. Very tempting to call them CESGD and ESGRD, but we have enough acronyms by now. And here it is important to stop of for a second and think. What is the difference?
As specialists in ESG risk research and EU Sustainable Finance, sustainAX has trained many portfolio managers in the last years on ESG risk integration. Both equity and fixed income portfolio managers have been trained.
Combining experience from capital markets, asset management, EU sustainable finance and ESG research, sustainAX can offer a training while speaking the language of the participants and understanding their challenges.
More about this here…
Fundamental ESG* risk research by Certified 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.
What we offer
What is your sustainability quest?
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?
Would you like to see that the companies you are introducing to the markets are transparent and publish relevant ESG* information?
We are here to help you with sustainability risks
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* risk integration processes
We help companies meet the sustainability expectations of the investors, employees and other stakeholders through an ESG risk due diligence of the company 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
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 exceptional 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