Legend of ESG tables :

Environment: this is the assessment of the ESG intensity of the environmental aspects, ranging from 0 (not assessed) to 5 (excellent).

Good Governance: is the ESG intensity rating for aspects of good governance, ranging from 0 (not rated) to 5 (excellent).

Esgap : ESG Adjusted Performance. It is a proprietary MCSR measure that allows a synthetic assessment of funds by considering the quality of the sustainable investment process, continuity and measurement of performance and risk parameters.

MCSR intensity: This is a proprietary MC Advisory CSR measure between 0 and 5 that summarises the quality ratings of the sustainable investment process. Funds rated 5 have an excellent investment process in ESG instruments.

Average intensity: the average of the ESG intensity ratings for the individual parameters.

Processes: is the rating of the intensity with which the Society management is qualified in its ESG processes, ranging from 0 (not rated) to 5 (excellent)

SFDR: is a European regulation that commits the Society management companies to declare whether sustainability risks are irrelevant(Article 6), whether the fund promotes ESG aspects(Article 8), or whether ESG aspects are prioritised over financial aspects(Article 9).

Society is the ESG intensity rating for the aspects of Society, ranging from 0 (not rated) to 5 (excellent)

Transparency: this is the rating of the intensity with which the management Society is transparent in its ESG content, ranging from 0 (non-compliant) to 5 (excellent)

back to Glossary

Legend of ESG tables :

We take great care when handling data and fund analysis. However, our suppliers may provide us with incorrect data: always check the information you find on Positive Finance and notify us if you find an error, we will correct it as soon as possible.

This isnot a financial advisory site ; our goal is to help you evolve as a Positive Investor and become more aware and competent. Before investing, always check with your adviser or bank that your choices are appropriate and will not harm you.

Our analyses of managers'sustainability policies (referred to in the tables as MCSR Intensity) are done with care, method and passion but cover only a few thousand funds.

In summary, avoid DIY (unless you want to study finance seriously) and trading (it is a business for professionals), rely on a good advisor. Remember that you are paying him to look after your interests even when you feel you are not paying him.

We will soon be building courses to teach you how to invest, how to reduce risk and how to achieve your goals. You will find that psychology applied to finance clearly explains the mistakes made by investors.