Thanks to our new sustainability rating methodology called Clover Rating, clients can identify the level of sustainability of their investments. It applies the same logic to all asset classes.
Key Elements of Clover Rating
The clover rating measures the sustainability level of all recommended financial instruments, whether responsible or not.
A consistent approach - with criteria adapted to all asset classes - to position the sustainability level on a single rating scale from 0 to 10 clovers.
It allows the comparison of all financial instruments (funds, equities, bonds, ETFs, etc.) in a client portfolio to align their holdings with their sustainability objectives.
Clover Rating: a strong pillar of “Positive Impact”, Wealth Management 360° approach focusing on our clients’ impact expectations