Tailored product

Engage in innovative sustainable investing

Finance professionals may wish to benefit from Covalence’s expertise in the frame of a tailored product: fund, index, or structured products such as, for example, a certificate based on a basket selected among top ethical companies.

  • Ethical reputation audit of given portfolio. More…
  • Expertise and advice on the creation of an investment product
  • Co-branding of product
  • Corporate access, dialogue and engagement
  • Ranking list
  • Ratings in monthly Ethical Snapshots. More…
  • Research on selected companies
  • Underlying data
  • Direct access to Covalence’s senior analysts
  • The price of a tailored product will be calculated in basis points of assets under management

Universe
Covalence EthicalQuote scoring system covers a universe of 581 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