Our products and services can be used for all kinds of funds; equity funds, bond funds, hedge funds, private equity and venture funds and so on. We have extensive analytical skills and can easily adapt our coverage to follow any specialised markets or sectors. We also advise on overall strategy and are developing new internet-based tools for SRI research
Development of qualitative and quantitative extra-financial methodology
This service aims to assist fund/hedge fund managers and private equity firms integrate an extra-financial analysis into their portfolio selection process by providing a tool to rank companies on the basis of their management of risk and future business opportunities posed by extra-financial issues. The methodology developed can be tailored to reflect the particularity of individual investment strategies.
Sector risk reports
Our sector risk reports outline the main risks and opportunities posed by extra financial issues at present and in the future for individual sectors, as well as outlining the best company performers and laggards within the sector. This service is intended to assist fund managers in identifying those extra financial risks most material to company performance, as well as highlighting upcoming risks. These sector risks assessments are updated regularly with input from our work undertaken under the INAVAL project, which includes contributions from sector experts, industry specialists, financial and extra-financial analysts and academics. We believe this work reflects more accurate assessment of the materiality of ESG issues.
Research for theme-related funds
Risk assessment analysis for particular sustainable development themes (i.e. water and clean technologies). In order to assist fund/hedge fund managers and private equity firms with the development of theme-related funds, we have developed a research service, which includes the identification of the main extra-financial risks and opportunities for that theme as well as a selection of companies to be included in the portfolio.
Translation of extra financial data provider into up to date data
Up-to-date company assessments: It is Inspire Invest’s added value to provide clients with up to date company assessments. Extra-financial research providers company assessments and scores are «static» as they are only updated once a year. Inspire Invest’s has developed a service whereby we provide clients scores reflecting the latest company behaviour and events which may have a material impact on the company. This service can be adapted regardless of client’s extra-financial research provider.
