ESG research
Morning,
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.
Comments
Hi @jeff Have a look at this from about 22 mins
https://www.crowdcast.io/e/research-analysis-apr21
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Thanks @richallum - that was timely! Now I want to watch the rest of the webcast.
Does anyone know if there's a tool on FE for reviewing the ESG 'grade' of an existing portfolio, as opposed to using it for screening/filtering/selecting funds?
Ruth Baker
I've asked FE directly but not had a reply yet and the online chat can't help.
Ruth Baker