What services do we offer to our customers?
Thanks to our partners and our network of specialized affiliates in the area of socially responsible investments, we are able to offer consultancy alongside the whole SRI research and investment process to our customers.
SRI fund databases
Through srifundsadvice.com we offer our clients ratings to more than 170 SRI funds world wide - and our available fund universe is even increasing monthly to offer a high coverage. Particularly institutional investors investing in SRI mutual funds benefit from easy made comparisons of different SRI funds regarding financial and SEE criteria. See at a glimpse which funds stand out for their SRI research approach or their portfolio quality.
SRI research methodologies
We are experienced in developing rating methodologies of investment universes for institutional clients. Clients who wish to initiate an own SRI investment product but lack the required know how to define an adequate universe save time and money by using our counsel. No difference if it's a planned equity fund, bond fund or even hedge fund. According to your needs the methodologies will focus either more on financial or SEE (social, environmental and ethical) criteria.
SRI fund universes
If you do not need the methodology, you just want the investment universe we provide you with tailor-made investment universes according to your financial and SEE needs.
SRI mutual funds baskets
Thanks to our partner Care Group we are able to offer our customers SRI mutual funds baskets for their clients. This service particularly is suited for private banking houses and their customers.
Analysis of SRI preferences of clients
Based on our experience we can offer studies in order to investigate the investment preferences of potential clients with respect to financial and sustainable criteria.
Studies in the field of socially responsible investments
Our analyzable database of SRI mutual funds and our team of specialists enables us to study different aspects of SRI mutual funds world wide. This service particularly may be of interest to investment advisers.
If you need more information about our services please do not hesitate contacting us.
