Covalence helps finance professionals integrate ESG (Environment, Social, Governance) criteria into their investment decisions and products. Our ESG ratings can serve several sustainable investment strategies: Best-in-class Selection, Norms-based screens, ESG integration, Thematic sustainable investing.
For example, Covalence collaborates with Vandaalen & Cie for the benefit of an AMC (Actively Managed Certificate) is Swiss equities.
“Comment investir dans des valeurs suisses respectant les préceptes du développement durable tout en gagnant de l’argent? La société genevoise Vandaalen & Cie s’est associée à Covalence pour proposer un produit très réactif. Arnaud Chamorel, à la tête de Vandaalen & Cie, a créé un AMC (Actively Managed Certificate).” Suite de l’article paru dans Bilan.
The ESG rating system managed by Covalence is well suited for developing thematic sustainable investment products due to its high degree a granularity (the ESG data can be filtered by topics, regions, countries, types of sources, etc.). For instance, we help the PeaceNexus foundation align its investments to its mission with a groundbreaking thematic investment approach:
Covalence collaborates with the PeaceNexus foundation for measuring the contribution of business to peacebuilding in fragile countries. Its objective is to set a Peacebuilding Investment Fund. PeaceNexus is a Swiss-based foundation established in May 2009. It was founded by Anne Gloor and has been supported since its inception by the endowment granted by the entrepreneur and philanthropist Hansjörg Wyss.
According to investors’ preferences Covalence’s data and ratings can be adapted to specific Sustainable Development Goals such as health, education, gender, energy, water, etc. As an illustration, see this article published in Le Temps: Les Objectifs de développement durables sont une chance pour les entreprises suisses, and this Dukascopy TV interview
The standard ESG ratings provided by Covalence are available in our monthly updated ESG Snapshots, one pagers showing the ranking results across sectors and within sectors, ESG ratings, rating’s history, as well as the performance in each of the 7 dimensions and the most active criteria over the last months.
To know more about the underlying data, our clients can access the ESG News Monitor, a fully interactive platform providing real-time access to thousands of curated ESG news, allowing to dig and navigate the news to get quick insight of what makes and breaks a company’s reputation.
Why should investment managers work with Covalence ?
- To rely on a pragmatic and dynamic ESG rating system
- To integrate ESG reputation analysis in the selection and monitoring of their holdings
- To control the ESG exposure of their holdings
- To engage in innovative sustainable investing
Covalence EthicalQuote scoring system covers a universe of 3400 among the world’s largest capitalizations, as well as the components of the Swiss Performance Index. We expand this universe of analysis on a regular basis, following major indices as well as our clients’ needs.
If you’re interested in the services offered by Covalence to investment managers, please contact our managing partner Antoine Mach.