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.
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.
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.
ESG fund insights
3 Jun 2024 Understanding Carbon Capture and Storage (CCS):...ESGCheck
Carbon Capture and Storage (CCS) represents a vital technology in the global effort to mitigate the impacts of climate change. By capturing carbon dioxide (CO₂) emissions from industrial processes and power generation, and securely storing it underground, CCS can significantly reduce the amount of greenhouse gases released into the atmosphere. This technology is poised to play a critical role in achieving net-zero emissions and limiting global warming.
30 May 2024ESG Investing: Income & Financial InclusionESGCheck
Environmental, Social, and Governance (ESG) investing has emerged as a significant trend in the financial world, driven by growing awareness of the impact of corporate behaviour on society and the environment. ESG investing not only seeks to generate financial returns but also aims to foster sustainable and inclusive economic development. This article explores how ESG investing contributes to income and financial inclusion, enhancing economic opportunities for underserved populations while promoting ethical and sustainable business practices.
30 May 2024Employment and Vocational Training: Reskilling...ESGCheck
As the global economy transitions towards more sustainable practices, the need for reskilling workers has become paramount. Both companies and governments are actively addressing this challenge to ensure that the workforce is equipped for jobs in sustainable industries. This article explores the strategies and initiatives being implemented to reskill workers, highlighting the importance of vocational training in this green transition.
30 May 2024Sustainable Water Management: Ensuring a Future...ESGCheck
Sustainable water management is a critical aspect of preserving our environment and ensuring that future generations have access to this vital resource. As the global population grows and climate change exacerbates water scarcity, it becomes increasingly important to implement strategies that promote efficient and equitable water use. This article explores the principles of sustainable water management, the challenges faced, and the innovative solutions being implemented around the world.
30 May 2024Social and Community Infrastructure: Building the...ESGCheck
Social and community infrastructure encompasses the essential facilities, services, and spaces that support the well-being, health, education, and social cohesion of communities. This infrastructure is critical in ensuring that communities thrive, providing a framework that supports economic development, social integration, and quality of life.
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.
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.
What is ESGcheck?
Exclusions
Inclusions