Glossary Terms

Activities related to climate change are : the development of renewable energy The reduction of greenhouse gases Energy efficiency The mitigation of the effects of [...]

R4A Master Portfolios use R4A base portfolios and artificial intelligence to propose effective generic solutions to advisors. There are 4 types of Master portfolios : - [...]

Base portfolios are strategic performing allocations to major international markets from 150 markets/asset categories (ETFs and "Peer groups") . There are [...]

Robo4Advisor model portfolios are diversified generic financial asset allocations made available to users. They include 6 R4A Base Portfolios processed at [...]

Activities related to climate change are : the development of renewable energy The reduction of greenhouse gases Energy efficiency The mitigation of the effects of [...]

The three letters of sustainability : E (Environment) - environmental themes S (Society) - themes of Society G (Governance) - themes of good governance

The European transparency standard to which ESG / SRI investments are subject (EU 2019/2088)

MCSR Intensity : This is a proprietary MCSR measure that summarizes ratings of the quality of the sustainable investment process. Funds rated 5 have an excellent process of [...]