Defaqto ESG Reviews 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.
The reviews consider the ESG (environmental, social and governance) policy of a fund as well as evidence as to whether or not the fund is following that policy.
Other aspects looked at in our ESG Reviews include:
- the fund’s levels of ESG integration
- the manager’s voting and engagement policies and records
- the team and wider ESG resources behind the fund
- the fund’s alignment to the UN Sustainable Development Goals.
Here you can view a full list of all the funds that have been reviewed.
Our ESG glossary aims to assist you with understanding the various terminology used regarding ESG.