Mid-cap companies can unlock the most financial value by improving ESG performance.
Why ESG for Investors?
As investors, we lacked robust tools to integrate ESG into our portfolios. So, we created our own.
- Like all investors, we value high risk-adjusted returns.
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Hence, we welcome tools that help:
- use impact to boost risk-adjusted returns; or
- maximise impact without hurting risk-adjusted returns.
- We strive to make our world a better place. By sharing our tools for free with fellow investors, together we can have more impact.
How do we work?
We develop innovative and rigorous investment tools.
Innovative
We conduct research at international scientific standards
Collaborative
We bring together investors and scholars
Free
We share our tools for free to magnify impact
User-friendly
We provide an easy-to-use interactive platform
Discover our impact framework
We built an integrated investment framework
Our impact framework is grounded on two pillars to support the investment decision process, from portfolio construction to effective engagement with companies.
Explore our tools
We offer free tools striving to boost impact and risk-adjusted returns
3D Portfolio Optimisers
We add a third dimension to portfolio construction: impact. The 3D optimisers find the optimal trade-off between risk, return and impact. That way, investors can thoughtfully integrate impact in their portfolios without straying from their financial goals.
Climate impact
Lower your climate impact while maximising risk-adjusted returns.
Use the 3D Climate OptimiserImpact funds
Thoughtfully incorporate impact funds into your portfolio allocation.
Use the 3D Optimiser for Impact FundsEngagement Maximisers
Which ESG aspect(s) should investors prioritise? Our tools help measure the financial benefits associated with improving key sustainability practices. Focusing on financial materiality should help persuade companies' management and fellow shareholders to act.
ESG Main Tool
Explore how improving 8 key ESG variables could raise the valuation of over 2200 firms worldwide.
Analyse a firmScreen all firms
Pollution-Focused Tool
Explore how lowering pollution costs could reduce capital costs for almost 2600 firms.
Analyse a firmScreen all firms
"Money is a powerful incentive. Investors will spare no effort fighting for impact if they can make more money by doing so."
Benoît Mercereau, PhD
CIO, Arvella Investments
"To create a robust responsible investing framework, it is essential that financial and sustainability factors be viewed jointly, not as operating separately from each other."
Matthew Roberts
Chair of Responsible Investment Committee, Fulcrum Asset Management
"With return prospects ever more challenging, and sustainability concerns ever more urgent, investors need to think harder about their portfolio choices."
Donough Kilmurray, PhD
CIO, Davy
“Assessing suitability is no longer just about risk and return. Today, investors need portfolio tools to help clients meet their financial and impact objectives.”
Bruno De Kegel
COO, Arvella Investments
“ESG is a fast-growing field in finance, yet it suffers from complexity and confusion. Practical, intuitive and reliable tools are critical for investors.”
Lionel Melin, PhD
Scientific Adviser, MacroLucid Research
“The research conducted by ESG for Investors is unique in that it contributes to new ways of thinking, while delivering practical tools for incorporating ESG into decision making.”
Clarisse Simonek, CFA
Partner, WeESG
Insights
Latest news and publications
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The trade-offs and opportunities when bringing climate change factors into a risk-return framework.
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Fulcrum assesses how all economic sectors can benefit from addressing carbon emissions.
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Fulcrum provides thoughtful insights on the benefits and use cases of the platform tools.
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Arvella Investments mades a series of ESG tools available for free to professional investors.
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Learn how our framework can help investors prioritise ESG improvements that raise shareholder value most.
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Arvella receives the Innovation award in recognition of its research on investment and climate alignment.
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Learn how investors can incorporate impact funds into traditional portfolios without financial sacrifice.
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Learn how a three-dimensional optimiser can help investors find the best trade-off between risk, return and climate impact.
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Fulcrum AM launches the first active global equity fund aligned with the Paris Agreement.
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Learn how investors can use the funding and engagement channels to fight climate change.
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Learn how investors can promote sustainability by allocating to passive funds.