Investment Research

The investment research aims to shed light on the current products of the ESG themes in line with the investment philosophy. It screens their entire investment universes, analyses the financial and sustainable characteristics of their securities, and selects the ones that are most attractive to investors. The currently available analyses are detailed below. This list will be updated over time.

Water Funds Analysis

This analysis is a peer-group study of all existing water funds. It aims to shed light on the water investment theme, its funds, and its strategies. They invest in the water sector which is a composition of many industries serving the needs of our water infrastructures: Industrials, Healthcare, IT, and Utilities. The main finding is that these funds have very attractive risk-return profiles and make them ideally suited to become asset allocations in their own right. Their relative-over performance and lower correlations to global markets make them further great allocation to increase a portfolio's performance and reduce its volatility. The analysis also shows how they have very different risk-return profiles, sector allocations, and ways to integrate sustainability in their portfolio. Finally, the analysis discusses how water funds catalyze resources to water solving technologies and contribution to sustainable development goals.

The analysis includes:

  • The Funds' Investment cases and universes.

  • Funds' details (names, ID, fees, etc..).

  • Risk-return profiles of all different funds

  • Sectors' allocation and sustainability ratings of the funds.

  • Macro perspective on the theme and contribution to sustainable developments.

Water Stocks Analysis

This analysis screens every company in the water sector and connected industries. It is an investment universe of the companies involved in the water sector with their finances and their sustainable ratings. It shows this is an investment universe with robust and responsible companies investors can pick and bring stability to their portfolio with. It finally shows how this universe can be a source of alpha for investors by selecting the companies that have the best solutions to overcome water challenges.

The analysis includes:

  • Description of the water sector and all related industries.

  • List of water stocks and start-ups with their financials and sustainable ratings.

  • Financial and sustainable differentiation analysis across the universe.

  • Top-Picks: the most promising assets that contribute to solving water challenges.

ESG Funds Landscape

This market analysis covers the landscape of ESG funds and explains how they differ greatly in their approach to sustainability. It discusses the various type of strategies  (Thematic, ESG Value, ESG Integration, BIC, ESG Risk Premia, Exclusion, and Ethical Investing) and their differences. The analysis makes a short selection of the most genuine and promising funds from a universe of 400 and shows they have attractive risk-return profiles for investors. The analysis further provides examples of how the low correlations across these ESG themes allow for portfolio breath and can increase diversification when considered together. It concludes how these funds contribute to foster sustainability and drive on long-term economical drivers.

The analysis includes:

  • Funds' details (names, ID, fees, etc..) from the short selection.

  • Risk-return profiles, correlations, and sustainability ratings of the funds.

  • Portfolio construction and enhancement example with ESG Funds.

  • Macro assessment of ESG long-term drivers and contributions to sustainable goals.

S&P 500 Resilience

An analysis of the financial resilience of the S&P 500 companies. The analysis discusses how financial soundness is a strong requirement for sustainability and for companies to be autonomous. Companies build financial resilience by managing their finances to serve their goals in the long-term and not by maximizing profits to investors in the short term. This value creation process is eventually more rewarding for both companies and investors. The analysis suggests a way to measure this through solvency, liquidity, innovation, and profitability measures. The analysis finally shows how financially resilient companies were a source of protection during the Covid-19 crisis.

The analysis includes:

  • Financial resilience insights.

  • Measures to compute a resilience ratio.

  • Performance charts of financially resilient companies during the Covid-19 Crisis.

  • Top 10 resilient companies.