Build a good Portfolio climate

3) I evaluate my management results.

Monitor the impacts of your Portfolio

This is a tricky part because this data is not readily available. Consult Positive Finance regularly, and we will help you measure :

The share of enterprises' activities related to fossil energy
"Carbon footprint " i.e., the direct and indirect CO2 emissions of your Portfolio for every €1,000 invested.
The Greenhouse Gas intensity of companies where you invest, i.e., direct and indirect CO2 emissions per million in sales.
The Greenhouse Gas intensity of the countries where you invest, i.e., direct and indirect CO2 emissions per ongi million GDP.

Impact data are difficult to compare, as sustainability reporting standards worldwide are far from uniform. Therefore, one must take these data with caution.

For example, some climate funds prioritize the energy transition, and thus agree to invest in Society exposed in fossil fuels to finance the development of alternative energies.

Moreover, it is clear that the industrial sector consumes much more energy than the service sector. The data are therefore difficult to interpret.

Monitor your performance and risk

Through ESGAP, you will have a simple tool to monitor the integrated quality of each fund at Portfolio. When funds maintain a score of 4 or 5 stars, you will have achieved excellent results.

Remember, however, that past performance does not guarantee that funds will be so in the future, particularly when the market changes. Always monitor the risk level of your Portfolio, and check that it is suitable for you.

Do not hesitate to involve your trusted financial advisor for help in setting up and managing your Portfolio climate.

If you would like to meet with an experienced financial advisor on this issue, write to us and we will give you referrals of experts who could help you.

And if you want an automated service aligned on our principles, consider the Portfolio climate model service offered in Italy by online sim in partnership with Positive Finance.

Return to Portfolio climate

Build a good Portfolio climate

3) I evaluate my management results.

Monitor the impacts of your Portfolio

Monitor your performance and risk

We take great care in handling data and fund analysis. However, our providers 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 (denoted MCSR Intensity in the tables), 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 build courses to teach you how to invest, how to reduce risk and achieve your goals. You will find that psychology applied to finance clearly explains to us the mistakes of investors.