Conser - ESG Consensus® Portfolio Check
Data category
- Governance data
- Verification/Certification/External opinion
- Financial portfolios ESG risk verification; ESG benchmarking; greenwashing check
The data offers solutions for:
- Controversies
- Reporting: EU Regulations
- Reporting: Other Regulations
- ESG risk management and greenwashing detection for financial portfolios
Who are the data users?
- Financial institutions
- Investors
- Trustees
- Custodians; Asset Managers; Auditors; Financial Market Authorities
What asset class does the data cover?
- Fixed income
- Listed equity
- Real estate
Brief description of the data offering
Conser – ESG Verifier SA offers institutional investors an independent ex-post verification service that evidences whether a portfolio genuinely aligns with its declared ESG or sustainability claims — distinct from ESG rating agencies, which assess issuers, and from data vendors, which sell underlying inputs. Operating on a proprietary market-consensus methodology (ESG Consensus®), Conser reverse-engineers the aggregate ESG signal already embedded in observed portfolio positions, without producing or licensing raw ESG data. As regulators across the EU, UK, and Switzerland tighten the requirement to substantiate sustainability claims at portfolio level — through ESMA fund-naming guidelines, SFDR, SDR, and national supervisory enforcement — Conser sits at the exact intersection of compliance need and investor demand for credible, third-party proof. The service is designed for asset managers, ManCos, and asset owners who must demonstrate ongoing portfolio alignment to regulators, boards, and end-investors, not for those seeking a score to screen securities. In a market where disclosure simplification is reducing paperwork but intensifying scrutiny of actual portfolio positioning, Conser provides the evidence layer that no rating agency or data provider is structured to deliver.
Where and how do you source your data?
The ESG Consensus® follows a reverse engineering proprietary methodology based on collective intelligence. The purpose is to capture the variety of ESG opinions for each company or issuer included in a financial portfolio. The technique is based on implicit reconstitution of investable “best in class” universe from key ESG asset managers.
What is the cost for your data offering?
Varies depending on portfolio complexity and frequency of analysis.