The proliferation of ESG and sustainable funds in recent years has led to a flood of ESG ratings entering the market with little correlation between what is being measured. The increasing divergence of ESG ratings and pressure to validate a fund’s ESG credentials also places fund managers at risk of greenwashing their propositions.
What are Eco-Labels?
As part of the action plan on sustainable finance, the EU Commission launched a study on applying the EU Eco-Label framework to investment products. If attained, they stand as a symbol of demonstrating environmental excellence. Fund Eco-Labels, therefore, offer a unique opportunity for manufacturers of investment products to promote their ESG credentials.
Unlike many ESG ratings, Eco-Label accreditation is more likely to reflect the specific demands and expectations of investors of a fund market, as they are awarded on a jurisdictional basis. The application process and list of criteria therefore varies with each market, often with strict rules on when they can be applied for and renewed.
Expert Guidance on the Eco-Label application process
We will undertake an initial screening of your fund and, depending on the result, work closely with you to prepare and submit the application or provide advice on how your fund can meet the chosen Eco-Label criteria.
Transparent and Detailed Output
We provide you with a detailed output on the various aspects of the criteria that go into the screening process. This includes feedback on the likelihood of a fund receiving the chosen Eco-Label accreditation and highlights any criteria that were marked as a fail.
Management and Expertise
A combination of our Global Funds Registration (GFR) and ESG capabilities help you manage the application process from screening through to accreditation, providing you with the opportunity to amplify your fund’s ESG credentials in key marketing documents and content.
Credibility
We help your fund stand out in a particular market giving you a competitive edge and credibility when the labels are mentioned on your fund marketing documents.
Benchmarking
Concentrate on certain aspects of your fund’s ESG criteria and measure it against benchmarks to demonstrate how well it outperforms its peers on those criteria.
Transparency
We provide budgeting certainty due to a transparent cost model. Some auditors charge per hour whereas we have an all-in price point per aspect of the service.
Fund Registration
Globalised fund registration and maintenance.
Our specialised consultancy and project management service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions.
Web Publishing
Reach fund selectors and investors worldwide. Connect with fund selectors, distribute your content and build your pipeline.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
