How to find out what responsible funds are investing in
DECRYPTION – The in-depth study of the composition of a fund that claims to be sustainable is complex. Several independent sites allow you to see more clearly.
To truly know whether the management policy of fund managers SRI meets their expectations, do not hesitate to lift their hood to analyze the composition of their portfolios in more depth. All this information is communicated by the management companies, freely accessible from their website, in the periodic management reports of their funds marketed to the public. These reports indicate in particular the main investments held in their portfolio.
It is still necessary to have the time to regularly follow all this information and, above all, to be able to analyze these investments to judge their sustainable nature. Moreover, some managers do not necessarily publish the entire list of securities present in their portfolio. Generally, these are only the ten most significant positions in terms of the amount invested.
Several tools available online
To help savers see things more clearly, a European think tank…