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.
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.
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
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.
No Featured Funds found.