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ESG-Reporting for your white label funds

ESG-Reporting offers new opportunities

Environment. Society. Performance.

Thanks to Universal Investment’s independent ESG-Reporting system, you can rate the sustainability of your fund portfolios. Our reporting model uses reliable indicators for ESG-based investment strategies.

The ESG-Reporting tool analyses a portfolio’s overall level of sustainability and identifies any potential ESG weaknesses. What is in it for you? You receive a holistic overview of the environmental, social and governance standards of your investments as well information on the key drivers behind your portfolio’s sustainability score. MSCI®, a leading global research group, delivers the data required. The MSCI® database leverages its aggregated ESG scores of global investments (MSCI® is a registered trademark of MSCI Inc.).

ESG-Reporting Triangle

Agenda 2030

Balancing financial and ESG compliance

Since the ratification of the Paris climate goals for 2030, sustainable returns require redirected capital flows. ESG-Reporting covers the traditional presentation of allocations and monitors the overall context of the portfolio. The goal is to deliver a balance between returns and ESG compliance. Universal Investment’s ESG-Reporting system provides an overview of a fund’s key sustainability criteria and offers a comparison with ESG benchmarks and market benchmarks.

ESG-Report

Reliability and transparency

Sustainability in figures: portfolios and ESG scores

How does my fund portfolio compare to ESG criteria, including environment, social and governance standards? Which aspect of sustainability counts most for my overall ESG score? Comprehensive ESG-Reporting is delivered on time with reliability and transparency.

Customised reporting according to the required depth of detail

Whether you want to highlight your carbon footprint, your attribution analysis, your ESG score or provide details on sectors and individual companies – our ESG-Reporting tool supplies the visual format you require. The separate evaluation, including the aggregation of all individual fund assets, as well as chosen benchmarks, provide a clear overview of your portfolio with overall ESG score and depth of coverage.


ESG-Report ExampleExtract 1 from the sample report
ESG-Report ExampleExtract 2 from the sample report

Keep in View ESG Controversies

Top 10 ESG positions and the Top 10 Flops

Universal Investment adopts a convincing top-down approach for its ESG-Reporting: After general information follows an analysis of individual portfolio positions which are performing particularly well (The Top 10) and which are performing particularly badly (The Flop 10). Business involvement evaluations and impact monitoring indicate the proportion of controversial industries, countries and practices represented in the portfolio. A carbon footprint calculation can also be provided for each individual industry.

Relevante Benchmarks and ESG controversies

ESG-Reporting specialists at Universal Investment are on hand to help you find the right benchmarks for your ESG-Reporting set-up. The Business Involvement Analysis included in our services is underpinned by data from MSCI®. Exclusion criteria can therefore be established for companies that generate revenues from controversial business areas, violate ESG standards and regulation or are subject to sanctions.

Facts in Focus

ESG-Reporting mit Universal Investment

  • Basis for the implementation of an ESG-based investment strategy
  • Reliable data from MSCI
  • Depth of detail can be tailored to your requirements
  • Support in the definition of benchmarks and the individual ESG set-up
  • Reporting tool with modular features tailored to individual needs
  • Top 10 ESG positions and Top 10 Flops

Carbon Footprint

Optimise your potential: carbon footprint 

In addition to providing ESG analyses, Universal Investment's reporting tool can also display a portfolio's carbon footprint. It highlights the CO2 emissions of individual positions, identifies possible carbon risks and analyses efficiency, risk exposure and positive asset allocation with regards to clean technology.

See Wald Berge
  • Universal Investment: Sustainability

    Corporate sustainability is part of our company's DNA. On a strategic level, we have incorporated sustainability into our corporate vision, while on the operational level, our ESG Office is responsible for the implementation of our goals.  

    Read more

Contact

Our ESG-Reporting tool supplies the visual format you require – transparent, detailed and dependable. Let's talk.
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com
Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

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