What is ESG Compass?
As a financial or mortgage adviser, you play a key role in connecting investors with quality ESG propositions. However, successfully navigating the complicated ESG market remains challenging for many. That is why we’ve created ESG Compass.
Comprehensively researched and objectively analysed, ESG Compass features expert, independent analysis, and price & performance comparisons of some of the most innovative, best-performing ESG funds currently available.
Allowing you to match funds much more closely to your client’s ESG requirements, our comprehensive search tool enables you to look for and filter ESG propositions according to your client's ESG preferences, including investment & ESG style, product type, and cost.
ESG research you can trust
All our research on ESG funds, ESG mortgages, and managed ESG portfolio services is conducted by the Tenet Research Hub – a team of industry experts specialising in product research, provider due diligence, and creating product and fund panels.
Featuring analysis and guidance you and your clients can easily understand, we leave no stone unturned, examining everything from whether a fund’s environmental targets are realistic to in-depth cost and performance analysis, including:
- Provider's financial strength
- ESG objectives & screening methodology
- Charges
- Investment performance
- Data sources used to conduct screening
- Benchmarking against ESG objectives
- Experience & qualifications of its management team
- Provider reporting
ESG Compass is completely free.
Simply click below and sign up today!
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Coming soon: All the benefits of ESG Compass aligned to our current panels and easily accessible from our extranet.