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information for... fund managers

We can help you to design and launch your sustainability fund, with services including the following:

 

Investment universes

The oekom Universe covers 6,200 issuers (5.500 corporates and 700 (sub-)sovereigns). We filter the issuers of equities and bonds in our overall universe to identify those which best match your sustainability fund concept. This procedure is based on our detailed ratings and analysis of breaches of the exclusion criteria, which we monitor continuously. We will also gladly compile lists of suitable securities for themed funds. We can provide you with appropriate indexes for passively managed funds. -> Investment universes

 

ORBIT database

Our ORBIT (oekom Responsibility Benchmarking & Information Tool) online database provides, among other things, direct access to the detailed information contained in oekom’s corporate ratings of over 3,800 companies (-> ORBIT Companies) and in our 57 country ratings (-> ORBIT Countries). ORBIT opens up new options for analysing the opportunities and risks presented by individual equity and bond issuers. Comparing the sustainability performance of companies and countries makes it possible to identify opportunities and risks which may impact on the performance of securities. 

 

Reports

Would you be interested in receiving details of the ratings of individual issuers analysed by oekom research? We can provide you with reports on all companies and countries in the oekom universe, which will give you detailed insights into their rating by oekom research.-> Reports

 

Portfolio analysis

Do you want to turn an existing fund into a sustainability fund? As part of our portfolio analysis service, we will review the sustainability quality of your current fund. You can customise the criteria used to do this. The analysis serves as a basis for identifying the action you need to take and for determining appropriate measures. -> Portfolio analysis

 

We would be pleased to provide you with further information about these and other services. Contact: Client Relations, e-mail: clients@oekom-research.com

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