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information for... asset managers & investment advisors

A steadily growing number of institutional investors are instructing their asset managers to integrate social and environmental criteria into their capital investment decision-making. But is the integration of sustainability criteria compatible with asset managers’ fiduciary duty? In order to provide legal clarification of this issue, in 2005 the United Nations Environment Programme Finance Initiative (UNEP FI) commissioned an expert opinion from the international law firm Freshfields Bruckhaus Deringer. The findings: integrating sustainability criteria does not constitute a breach of fiduciary duty. On the contrary,: as part of asset managers’ fiduciary duties, they should in fact take companies’ social and environmental performance into account, since in many cases such aspects also have a bearing on the risks of investments. We can support you in discharging your fiduciary duty, with services including the following: 


Portfolio analysis

As part of our portfolio analysis service, we will check the sustainability quality of your (potential) clients' capital investments. You can customise the criteria used to do this for each client. The analysis serves as a basis for identifying the action you need to take and for determining appropriate measures. -> Portfolio analysis


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. We can compile appropriate negative or positive lists, whichever you prefer. This procedure is based on our detailed ratings and analysis of breaches of the exclusion criteria, which we monitor continuously. -> 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.



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


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


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