|Conser'proprietary database brings together a comprehensive range of ESG and investment solutions with positive impact in all asset classes. The ESG analysis process is two-fold, qualitative and quantitative.
The qualitative analysis evaluates the investment process. As such, each fund is ranked and rated according to its sustainability goals. An assessment is made on the sustainable investment process, the quality of the management team and the portfolio history. The analysis is based on publicly available responsible investment reports, including engagement and voting reports, Eurosif transparency guidelines, as well as one to one managers’ visits.
The quantitative assessment verifies the ESG compliance of the underlying of the portfolio. The holdings are assessed through Conser ESG consensus® tool which provides information on the overall ESG quality of the portfolio, potential exposure to major controversies and positive impact measurement.
||Founded in 2017 by 3 Investment Professionals who collectively have more than 110 years of experience, Anglo-Swiss Advisors is a Consultancy dedicated to the selection of Fund Managers and Investment Strategies for Private Banks, Family Offices and other Institutional Clients. Using a proprietary quantitative approach blended with a qualitative overlay Anglo-Swiss aims to find the best Fund Managers to suit the specific needs of each client. One speciality is to assist clients in creating white labelled products, finding suitable strategies or to adapt existing strategies to complement their current product range. The team has an extensive knowledge of the global Fund Management landscape and employs this knowledge for meeting its client requests.