MCSR for professionals
We transform money into Values
ESG profiling and advanced consulting
Robo4 advisor: adding value to financial advice
ESG and ad-personam financial profiles to qualify the consultancy, where investment reacquires meaning.
Incorporate ESG preferences into your clients' MIFID profiling
Advanced ESG profiling with exclusions and UN sustainable development goals
Select ESG 'ex-ante' and Portfolio 'ex-post' process analysis metrics
From process analysis to portfolio quality, a 360-degree approach that leaves no room for green-washing.
All financial analysis KPIs and Portfolio powered by 'robo4advisor'
Analysis of market phases and recommended assets by product, optimised portfolios tailored to each client.
2. Certifications and Due Diligence
Measure your ESG quality effortlessly
We provide analysis of Portfolio Spot of mutual funds, asset management and insurance policies
We measure financial quality
How does asset allocation behave in times of market stress?
A detailed financial analysis of Portfolio of shares, bonds and mutual funds
and measure the quality of sustainability
What are the sustainability characteristics of the assets in Portfolio ?
We analyse the quality of shares and mutual funds in Portfolio.
3. Evolved investment universes
Financial quality and sustainability of mutual funds and equities
Factor analysis to help you create tailor-made investment solutions
Analysis of mutual fund portfolios and processes
To measure management intent and results, a multi-factor model unique on the market. 2000 qualified funds, more than 40 000 assessed portfolios.
Market consensus on listed shares worldwide
30,000 actions, 12 ranking criteria: environmental, social, labour and governance analysis. A database ready to serve all your management needs.
4. Sub-advisory
Improve your management performance
We provide risk management services to optimise sustainability and returns
Thinking long term while controlling the short term
Robo4Advisor's analysis technologies combine market phase analysis and fund picking. For regular performance over time.
Tailor-made sustainability content
make a strategic Portfolio that reflects your values, thanks to our factor analyses.