What is ESGcheck?

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

Why ESGcheck?

Most investors want to make sure that their investments are being invested responsibly, and are not supporting companies that are damaging the environment, or engaged in industries which are not aligned to the investor's values. However, there are no set "rules" to describe Responsible Investing, and with over 100 different funds all claiming to do so, finding ones fund that do is both time consuming, confusing, and difficult.

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.

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.