| Esgap |
ESG Adjusted Performance. It is a proprietary measure of MCSR that allows a summary assessment of funds considering the quality of the sustainable investment process, continuity, and measurement of performance and risk parameters |
| MCSR Intensity |
It is a proprietary measure of MCSR that summarizes assessments of the quality of the sustainable investment process. Funds rated 5 have an excellent process for investing in ESG instruments |
| Performance |
It measures the continuity of fund performance in three different time periods with a scale of 1 to 5. Funds rated 5 are excellent in performance |
| Risk |
It measures the continuity of risk taken by the fund intermini volatility over three different time periods with a scale of 1 to 5. Funds rated 5 are excellent at controlling risk |
| Average Intensity |
Is the average of the ESG intensity ratings related to the individual parameters |
| Environment |
Is the ESG intensity assessments related to Environmental aspects. |
| Good Government |
Is the ESG intensity assessments related to aspects of good governance. |
| Society |
is the ESG intensity assessments related to aspects of the Society |
| Transparency |
is assessments of the intensity with which Society management is transparent in its ESG content |
| Processes |
is assessments of the intensity with which Society management is qualified in its ESG processes |
| SFDR |
is European legislation that commits management Society to declare whether the fund also considers ESG aspects (Article 8) or whether ESG aspects take priority over financial aspects |
| Cost |
And the aggregate cost of the fund on an annual basis. In Portfolio it is the aggregate cost of all its component instruments |
| SRRI |
And the legal parameter that defines the measure of risk the fund should have over time. The scale ranges from 1(lowest risk) to 7 (highest risk) |
Legend Tables2021-12-022021-12-02https://www.positivefinance.com/wp-content/uploads/2021/11/positive-finance-logo-rgb.svgPositive Financehttps://www.positivefinance.com/wp-content/uploads/2021/11/positive-finance-logo-rgb.svg200px200px