Defaqto ESG Reviews consider the various ESG (environmental, social and governance) aspects of individual funds and DFM managed portfolios, including their ESG policy, levels of ESG integration, the manager’s voting and engagement plus the team and wider ESG resources behind them. They have been created by the Defaqto Funds & DFM Insight team in conjunction with the fund and managed portfolio managers, through an interview process, and provide a valuable resource to assist advisers in assessing funds and MPS from an ESG point of view.

*ESG Reviews are updated fully on an annual basis.