Our Services ESG Services

At Fundhouse we take Environmental, Social and Corporate Governance (ESG) standards seriously and see them as being integral to our firm mission of doing the right thing for end savers, our clients and the industry. You will have probably seen our commitment to be carbon negative, as a firm, by the end of 2021 and that includes making us carbon neutral since the launch of our firm in 2010. Part of our mission is to also enable and support the responsible allocation of capital across our industry, whilst not dropping the high investment standards we expect. We help our clients stay ahead of the curve in the quickly evolving world of ESG and deliver clear and meaningful ESG outcomes to their stakeholders. Although we evaluate specific ESG strategies, we are conscious that ESG remains a minor area of specialisation for many fund groups. And because we aim to see ESG become mainstream, we focus most of our attention on the ESG credentials of all funds or portfolios we evaluate, not just the ESG specific ones.

We offer the following services to clients:

  • Manager research, filtered by ESG credentials
  • ESG benchmarking of businesses and their fund buy lists
  • Creating and maintaining ESG collateral, such as scoring for brochures and websites
  • ESG portfolios (both advisory and discretionary)
  • ESG training

Our Approach to ESG

Our process includes firm- and fund-level ESG analysis. Our firm-level questionnaire focuses on the asset manager’s ESG policies, governance, leadership in the industry, engagement with firms/governments and how much capital is allocated to ESG type strategies. The fund-level questionnaire focuses on the fund manager and his/her integration of ESG into their strategy (negative, positive screening, impact investing etc). The Fundhouse team is able to tailor the process to our clients’ needs based on their specific sustainable and ethical criteria. We can also offer clients and prospects a standalone ESG assessment of their fund range. Below we show our ESG process, noting that this forms part of our overall manager research process.