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Sri Transparent Label Agreement

SRI labels debuted in Europe more than 20 years ago, following the first sustainable investment funds. While Eurosif transparency codes provide a detailed explanation of the use of ESG indicators to manage a fund and are prerequisites for the recognition of a fund`s SRI status in France or Belgium, SRI labels are used to verify and assess the consistency, sincerity and reliability of emerging funds. Their objective is to promote and, in particular, certify NIS in order to reassure individual and institutional investors about the nature of the funds in which they invest. Europe has attracted a large number of labels on the certification and promotion of sustainable and responsible investments. In the meantime, the development of ESG ratings based on a quantitative approach has begun. It`s time to understand what`s going on! In addition to the development of quality SRI labels, a quantitative approach to ESG ratings by fund has developed in recent years, as well as ratings of the quality of performance of an investment fund. This approach uses the ratings of specialized analytical agencies such as Vigéo, EthiFinance, INrate and Oekom to measure the ESG performance of companies, governments and public institutions, especially for institutional investors and financial data providers. By weighting these ratings in each line of an investment fund`s portfolio, we can extrapolate an average rating reflecting the ESG quality of the portfolio. In collaboration with ESG analysis firm Sustainalytics, Morningstar established in March the Morningstar Sustainability Rating, which covers 20,000 funds (stocks and corporate bonds).

The same efforts led to the creation of the MSCI ESG Fund Quality Score, which will eventually cover 21,000 funds and ETFs. The commitment to environmental, social and governance (ESG) criteria has increased in recent years. Between 2012 and 2014, this growing interest in responsible financing led to a 61% increase in companies under management, incorporating ESG criteria, to reach $21.358 billion (end of 2014), according to the Global Sustainable Investment Review. This passion has particularly gripped Europe, which holds nearly two-thirds of the global market, in addition to a wide range of sustainable and responsible investment labels….

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