ESG Reviews

Created by Defaqto's expert insights team, our unique, independent ESG reviews enable advisers to assess funds from an ESG point of view on a transparent and consistent basis, helping them identify suitable investments that reflect their client’s personal principles and preferences.

Defaqto ESG fund reviews cover, among other things:

  • The fund’s ESG policy and how well the fund or portfolio aligns to it
  • Product involvement, if any, in certain controversial areas
  • ESG integration based on IA responsible investment framework
  • Any adherence to the UN Sustainable Development Goals
  • The asset management firm’s voting and engagement policies with corporates on ESG
  • The company resources in terms of ESG behind the fund

>200

retail investment funds now covered by our ESG research platform

defaqto ESG Reviewed

Related Documents

Our contribution to UN SDGs 2023
SASB Disclosures 2023
Fintel plc Annual Report & Accounts 2023
ESG Report 2023

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