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


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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