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Digital-Advisor_MSCI ESG

fundinfo's Digital-Advisor partners with MSCI ESG

August 22, 2018 | Company | Front | News | Platform |

fundinfo has now implemented holdings-based ESG fund data from MSCI within Digital-Advisor, its expert system for tailored fund selection in Europe and Asia. Digital-Advisor evaluates thousands of funds based on qualitative criteria combined with investor’s preferences and beliefs. Within seconds, it generates a short-list of eligible active and passive funds.

With Digital-Advisor, fund selectors now have the possibility to screen for funds that achieve the highest holdings-based MSCI ESG quality scores. In addition, thanks to MSCI ESG data they can also screen for funds that currently invest little in exclusion industries (e.g. weapons, alcohol, tobacco), or that have high exposure to sustainable impact industries (e.g. clean tech or social impact). Furthermore, clients can search for fund portfolios that exhibit a low average carbon intensity.

While MSCI ESG data is based on portfolio look-through, fundinfo also collects due diligence information on sustainability policies of fund managers to ensure that a portfolio is particularly sustainable not only today but also intentionally over the long term. In this way, fund selectors and advisors can not only tailor investment proposals to their clients' sustainability needs, but also check their current portfolios for sustainability within seconds and recommend appropriate optimisations.

Please find more information here.