Global service

Optimize portfolio exposure to ethical risks

Financial institutions can use the global service offered by Covalence for any of their clients, mandates or products. Covalence helps investment professionals in their selection process of equities, corporate bonds and other related securities.

  • Monitoring of reputation risks and reporting on the ethical exposure of holdings and portfolios. More…
  • Material for internal reporting to your clients
  • Real-time news monitoring generating investment ideas and trading signals for active managers
  • Ranking list / index
  • Ratings in monthly Ethical Snapshots. More…
  • Research on selected companies
  • Underlying data
  • Direct access to Covalence’s senior analysts
  • The price of the global service is calculated in basis points of assets under management

Universe
Covalence EthicalQuote scoring system covers a universe of 2800 among the world’s largest companies within 18 sectors, as well as the 100 largest companies included in the Swiss Performance Index. More…

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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