Fund & Portfolio Rating
Using its proprietary EthicalQuote scoring and ranking system, Covalence offers to fund and portfolio managers a service to measure and rate the ethical exposure of their holdings. The purpose is also to allow for managers to ‘label’ their existing investment strategies or help them judge if they need external services to control their “ethical” exposure.
The analysis is holdings-based and does not take into account other factors such as management styles and engagement, nor risk, costs, etc…
The service is provided on demand and on a project basis.
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Contact:
For more information, please contact: Marc Rochat, Marketing & Sales, marc.rochat@ethicalquote.com; phone: +41 (0) 22 800 08 55.