ESG Data Guide 2024

Conser - ESG Portfolio Check

Data category

  • Verification/certification data
  • ESG competitive positioning of portfolios, comparison of funds etc;

The data offers solutions for:

  • Carbon footprinting
  • Reporting: CSRD
  • Neutral ex post ESG verification

Who are the data users?

  • Trustees
  • Investors
  • Government
  • Financial institutions
  • Education system

Brief description of the data offering

Conser’s Portfolio Check, is an ex-post market based ESG approach to independently verify portfolio’s ESG quality. Relied on by asset owners and asset managers, it provides a multiple pages factsheet rich of key ESG performance indicators for easy reporting and constructive communication.

In the absence of an internationally common accepted standard, Conser’s Portfolio Check distinctive value proposition is to enable investors to easily compare various ESG approaches. Conser’s unbiased ESG Consensus® is a unique tool capturing the variety of ESG opinions for a more than 7’000 listed companies. The ESG Consensus® is powered by a double dimension: the Consensus average, collecting ESG market opinions and the Consensus strength, measuring the dispersion of ESG opinions.

Where and how do you source your data?

Conser collects and aggregates data from multiple publicly recognised available sources from data experts and, more uniquely, from asset managers and asset owners.

What is the cost for your data offering?

A Standard Portfolio Check costs 1’000 CHF (ex-VAT). Quantity discounts are possible.

Additionally, a digital dynamic monitoring web-based platform is available starting 20’000 CHF(ex-VAT) per year.

Additional services and certification process are possible.

Contacts

matteo.bosco@conser.ch