ESG research

jeffjeff Member


We are just looking at building ESG model portfolios. Does anyone have any views on the value of the different ESG/ethical/sustainable ratings or screening services? The Lang Cat ESG report mentioned that the main providers seem to be Ethical Screening, FE, Fund EcoMarket, Morningstar, Rayner Spencer Mills and Worthstone. So that is my starting point to see which is most useful to us. Ideally we would like something to filter funds and assess the social impact of a portfolio but I guess what we get will be a balance with the cost as well.

Any thoughts are appreciated.


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