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Printed: 03 December 2024 12:41 PM

 What is ESGcheck?

ESGcheck from FundMonitors.com allows investors and advisors to easily compare and research funds that include Environmental, Social and/or Governance in their investment strategy, or have a Responsible Investing or RI approach. ESGCheck provides general information educational articles on Responsible Investing, and Insights from industry sources and fund managers.

 Why ESGcheck?

Investors want to make sure that their savings are being invested responsibly, and not supporting companies that are damaging the environment, and are managed in line with their values. However, there are no set "rules" to define Responsible Investing, and with over 100 funds all claiming to do so, finding funds that do is time consuming, confusing, and difficult.

Exclusions

Most funds list categories of industries or sectors which they exclude fully, or partially from their investment universe. Hover over the icons below allow you to see the category name, and click to see the list of funds that avoid each industry grouping.

TobaccoAlcoholWeaponsFossil fuel exploration, mining and productionHuman rights abusesLabour rights violationsEnvironmental damageAnimal testing for non-medical purposesUnethical treatment of livestockCompanies that engage in tax avoidance strategiesGamblingGenetic engineering/GMONuclear power (including uranium mining)Adult entertainment/pornography
Click Images for category details

Inclusions

While funds tend to be specific about areas they avoid (known as negative screening), the areas they do invest in (positive screening) can be broader. For a listing of funds which include a specific industry, category or theme hover and click on any of the icons below.

Renewable energy & energy efficiencyClimate action & towards net zeroSustainable water managementCircular economy, reuse & recyclingSustainable land & agricultural managementGreen propertyBiodiversity preservation & conservationHealthy rivers & ocean ecosystemsReforestationDiversity & women's empowermentIndigenous business or cultural protectionHealthcare & medical productsSocial & community infrastructureEducationIncome & financial inclusionSustainable transportEmployment & vocational training
Click Images for category details

UN Sustainable Development Goals (SDG's)

The UN has developed a list of 17 Sustainable Development Goals - such as Affordable and Clean Energy, Climate Action, or Life on Land - and are relevant to ESG considerations used by funds to guide their investment strategy and implementation. 

Goal 1: No PovertyGoal 2: Zero HungerGoal 3: Good Health and Well-BeingGoal 4: Quality EducationGoal 5: Gender EqualityGoal 6: Clean Water and SanitationGoal 7: Affordable and Clean EnergyGoal 8: Decent Work and Economic GrowthGoal 9: Industry, Innovation and InfrastructureGoal 10: Reduced InequalitiesGoal 11: Sustainable Cities and CommunitiesGoal 12: Responsible Consumption and ProductionGoal 13: Climate ActionGoal 14: Life Below WaterGoal 15: Life on LandGoal 16: Peace, Justice and Strong InstitutionsGoal 17: Partnerships for the Goals
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ESG fund insights

6 Jun 2024 The superannuation industry's $150 billion fossil... Market Forces
Out of the tens of thousands of companies superannuation funds could invest in, Market Forces has identified a global list of 190 companies doing most of the climate wrecking through their coal, oil and gas expansion plans. Market Forces' analysis of the default or largest investment options of 30 of Australia's largest super funds reveals these options have collectively more than doubled their investments in Climate Wreckers Index companies over two years, with more than $39 billion invested in the companies most responsible for exacerbating climate change.
Full Article
6 Jun 2024 Animal Testing in the Cosmetics Industry ESGCheck
Animal testing in the cosmetics industry has long been a subject of intense debate and ethical scrutiny. While some argue that it is necessary for ensuring the safety of products, others believe it is a cruel and outdated practice.
Full Article
5 Jun 2024 Beyond the Lucky Streak: Understanding the Real... ESGCheck
The gambling industry in Australia is a double-edged sword, offering economic benefits while posing significant risks to public health and wellbeing. Balancing these factors requires robust regulatory frameworks and effective public health interventions to minimise harm and support those affected by problem gambling.
Full Article
5 Jun 2024 Investing at the Intersection of Climate and... Morgan Stanley
As a warming planet affects human health, investors have an opportunity to support initiatives that address climate-related health risks and help reduce long-term costs.
Full Article
4 Jun 2024 Cybersecurity - ESG or impact? Pengana Capital Group
Cybersecurity is becoming an increasingly prominent topic. The World Economic Forum published its Global Risks Report for 2024 and cyber-attack was ranked the 5th "most likely to present a material crisis on a global scale in 2024".
Full Article

Read More

 How to use ESGcheck?

ESGcheck enables users to search, view and compare the ESG credentials of funds either by Category, or search for individual managers or funds. Category pages are listed by industry or sector as either Exclusions (for example Tobacco or Weapons) or Inclusions (such as Renewable Energy or Green Property). We then apply a Full or Partial tag to each fund's category listings, along with a brief description where available.

Search by ESG Category

Fund Search

Or filter funds by ESG categories:
Full RI Fund Filter

How we Collect and Display our data?

ESGcheck collects each fund's ESG policies and credentials by reviewing and analysing the fund's or fund manager's publicly available offer documents such as the Product Disclosure Statement (PDS) or Information Memorandum (IM), along with other policy documents relating to their ESG strategy. We avoid using the manager's marketing materials or general information on their website. 

Emit Capital Climate Finance Equity Fund

Exclusions Inclusions

Investment Exclusions

TobaccoAlcoholWeaponsFossil fuel exploration, mining and productionHuman rights abusesLabour rights violationsEnvironmental damageCompanies that engage in tax avoidance strategiesGamblingAdult entertainment/pornography

Investment Inclusions

Renewable energy & energy efficiencyClimate action & towards net zeroSustainable water managementCircular economy, reuse & recyclingGreen propertyBiodiversity preservation & conservationHealthy rivers & ocean ecosystemsDiversity & women's empowermentIndigenous business or cultural protectionSocial & community infrastructureSustainable transport
Strategy Equity Long Geography Global
Inception Aug 2022 Investors Wholesale

ESG Check

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