mpact-Cubed’s fund level model is a recognized innovation in portfolio impact reporting and has a US patent pending. By using a risk-based single fund-level metric, it brings impact as a third dimension into modern portfolio theory alongside risk and return.
The core model is designed to maximize objectivity and give a holistic, third party assessment of a portfolio’s sustainability exposures. Should you want to customize however, there is a wide array of options both in terms of adjusting the model and methodology, and managing the output to help communicate your strategy, or assess funds according to your priorities.
We provide portfolio ESG and impact reports for corporate equity and debt, sovereign debt, and multi-asset class portfolios using consistent, comparable ESG factors.
mpact-Cubed maintains a deep dataset of ESG performance and impact at issuer level that is an objective baseline of ESG performance.
It comes with unrivalled coverage, a consistent history going back to 2012 for corporate and 2010 for sovereign data, uses our own expert estimation modelling, and is free from gaps, making it ideal for a wide range of applications from portfolio management, through engagement and screening, and to product development through tilting and optimisation. We will never push a pre-defined universe or set of data on our customers – our data products are completely modular so that the decision on what you want to receive and how is all yours.