MCSR for professionals

We transform money into Values

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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.

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Incorporate ESG preferences into your clients' MIFID profiling

Advanced ESG profiling with exclusions and UN sustainable development goals

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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.

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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

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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.

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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

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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.

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