We work alongside our clients—both professional and retail—to foster a culture of sustainability and facilitate the integration of ESG principles into their personal and professional practices.

ESG Data

We make our ESG databases available to our clients:

• EET – Key Adverse Impacts: We maintain an up-to-date database of over 100,000 financial instruments sourced directly from asset management companies through their regulatory data feeds (EET), available for any type of market analysis.
• Controversial Activities: What investment policies do the leading savings products follow with regard to so-called controversial activities?
  We maintain a database of the management policies of the leading international asset managers across 30 sectors involving controversial activities.
• DL 220: Which international corporate issuers should be monitored under Law No. 220 of 2021, which prohibits the financing of entities involved in the production and sale of anti-personnel mines and cluster bombs?
  We monitor over 280 international arms companies and provide quarterly updates on financial instruments and issuers at risk.

Other Integrated Services

We help our clients integrate traditional finance and sustainability:

• Second Opinion on Sustainable Bonds: We helpissuers create a framework and establish procedures for investing proceeds and providing periodic reporting that are aligned with the best international standards.
• ESG Model Portfolios: We have created a catalog of over 400 model portfolios, categorized by risk level and the ESG themes they represent. Because investing in sustainability also means building solutions that are both high-performing and financially resilient.
• ESGAP Benchmarking: Whichasset management firms best combine sustainability and performance? Our benchmarking services identify the true market leaders that successfully combine sustainability and performance.

Collaboration with the research community:

We collaborate with schools, foundations, universities, and educational institutions to foster a culture of saving and sustainability.

Researchers and doctoral students can access our financial and ESG data to conduct research—such as theses and publications—upon request.