Top 3 Asset Managers most aligned with Nordic ESG preferences

Press Release 5th May 2021

Fundrella is happy to announce the first ever outcome of the newly launched ESG Alignment Matrix. Fundrella's ESG Alignment Matrix shows how well funds meet Nordic professional investors' ESG preferences, both in terms of processes as well as exclusions, across 40+ ESG parameters.

Our top 3 Nordic and Cross-border asset managers that are most aligned with current Nordic Institutional and Wholesale ESG preferences are:

LinkedIn Post 

Asset Managers receive a granular matrix as part of their Quarterly Analytics Report, showing a break-down of the their level of alignment with Nordic professional investors' ESG preferences. The top 3 Nordic and Cross Border asset managers' ranks are based on the average alignment for their funds on the platform and across all Fundrella users, i.e. professional investors.

Methodology

Fundrella does not provide any third-party assessment. Fund companies have categorised their own funds in order to achieve the most correct categorisation. We let investors select their individual ESG preferences. The ESG Matrix calculates the % match between investors' preferences and fund companies' ESG features, based on Fundrella’s 40+ ESG parameters, across internal processes as well as exclusions and thresholds. Fundrella’s ESG Alignment Matrix allows asset managers to see how aligned their funds are with the ESG preferences of Fundrella users i.e., professional investors across the Nordics.

Are you new to Fundrella?

Would you like to find out how aligned you are with Nordic professional investors' ESG preferences and requirements?

Would you like to see how your funds are doing amongst peers in terms of ESG work? 

Fundrella is happy to conduct a complimentary market research and provide a preview of your funds' ESG client alignment and competitor benchmarking to get a 360 understanding of the Nordic ESG landscape. Looking forward to connect

Disclaimer

Fundrella has received pre-approval to publish names of asset managers listed in this article. This data is exclusive intellectual property of Fundrella. If used, Fundrella shall be referred to as owner.

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