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
30 May 2024The Healthcare Sector and SustainabilityESGCheck
The healthcare sector plays a pivotal role in society by ensuring the health and well-being of populations. However, the industry is also a significant contributor to environmental degradation, primarily through greenhouse gas emissions, waste generation, and resource consumption. Addressing these sustainability challenges is crucial for the healthcare sector to support global efforts to combat climate change and promote environmental stewardship.
30 May 2024Corporate Tax Avoidance: What it is, How it...ESGCheck
Corporate tax avoidance refers to the legal strategies employed by corporations to minimise their tax liabilities. While these practices are within the bounds of the law, they often exploit loopholes and ambiguities in tax legislation to shift profits to lower-tax jurisdictions. The issue of corporate tax avoidance has garnered significant attention due to its implications for government revenues and social equity.
29 May 2024The Human Factor: Why Labour Rights MatterESGCheck
Labour rights are a cornerstone of any functioning society, ensuring that workers are treated with dignity, fairness, and respect. These rights encompass a range of issues, from fair wages and safe working conditions to the right to unionise and bargain collectively. In this article, we will explore why labour rights matter, the historical context behind these rights, and the ongoing challenges faced by workers worldwide.
29 May 2024Women's Empowerment and the Power of EducationESGCheck
Education is a fundamental human right and a powerful tool for women's empowerment. It is through education that women can gain the knowledge, skills, and confidence needed to participate fully in society and the economy. The transformative power of education not only improves the lives of individual women but also has far-reaching benefits for families, communities, and nations.
29 May 2024Responsible Investing and Investing in EducationESGCheck
Education is a critical sector for responsible investment due to its transformative power. Investing in education supports economic growth, reduces poverty, and promotes equality. It provides individuals with the skills and knowledge necessary to participate in the modern economy and drives innovation and development.
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