SURVEY

Risk and ESG-aligned Portfolios

Our survey assesses the integration of Risk and ESG considerations in the investment process.
On completion, you can download our report about risk-aware portfolios integrated with ESG fundamentals.

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STEP 01

1. Does your company have a specific ESG policy?

2. Do you incorporate ESG into the full investment cycle?

If you DO NOT ALREADY incorporate ESG, when are you planning to do that?

3. After the Covid-19 outbreak, are ESGs primarily adopted as an additional risk metric or to satisfy client sustainability preferences?

4. When assessing credit risk, from where do you source ESG data and analysis?

if OTHER, please specify:

STEP 02

5. Which are the main motivation for your company to integrate ESG in the investment process?

6. Do you present in reports and through the investor portal the fulfilment of ESG preferences?

7. Is your investment process supported by a fully integrated platform allowing to align ex-ante decisions and ex-post actions?

If OTHER, please specify:

8. Would you benefit from predictive analytics enabling to build optimised sustainable and suitable portfolios?

If NO, when are you planning to do that?