CoreValuesMetrics® | Aligning investments with what matters most

Maximise returns while staying true to values

Sustainability goes beyond the generic narrative. CoreValuesMetrics® helps investors align every decision with their purpose, achieving impact without compromising returns while reducing reporting costs and regulatory disclosure risks.

Ready to align values with results?

CoreValuesMetrics® empowers fund managers, Chief Sustainability Officers, institutional investors and asset allocators to build portfolios that seamlessly integrate financial performance with sustainability objectives. It meets the growing demand for impact-driven investments without sacrificing returns.

What is CoreValuesMetrics®?

How CoreValuesMetrics® works:

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Integration of sustainability in the performance engine

Enabling every investment decision to be tracked to ensure it delivers both strong financial performance and full alignment with sustainability objectives

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Holistic decision-making

Addressing the diverse portfolio construction needs across equity, fixed income and multi-asset portfolios, ensuring both comprehensive and granular insights

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Customisable to client needs

Adjusting to different and evolving client-specific sustainability objectives, offering personalised strategies that foster trust and deepen engagement

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Integrate multi-provider sustainability metrics

Efficiently leveraging diverse sustainability data sources and maximising flexibility, while minimising costs

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Simplify sustainability reporting

Creating sustainability reports that meet regulatory requirements, whilst involving investment teams, in order to demonstrate the effective implementation of sustainability guidelines

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Support the sustainability engagement process

Pinpointing key sustainability metrics and specific holdings to ensure a robust and cost-effective engagement process

CoreValuesMetrics® seamlessly integrates sustainability standards with performance, allowing investors to deliver purpose and profit in every portfolio.

Designed for financial leaders who prioritise values and performance

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CoreValuesMetrics® is built for progressive financial professionals who want to meet the growing demand for ethical, impact-driven investments without sacrificing returns. Whether managing funds, overseeing institutional portfolios, or guiding wealth management strategies, CoreValuesMetrics® helps to align financial goals with clients' values.

We support:

  • Fund managers: to seamlessly integrate sustainability objectives in the alpha generation engine to achieve purpose without sacrificing performance.

  • Chief Sustainability Officers: to navigate complex mandates and asset classes to prioritise decisions driving compliance with sustainability objectives.

  • Asset allocators: to strengthen governance by overseeing both internal decisions and those delegated to external managers.

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Are you next?...

Real results

CoreValuesMetrics® provides comprehensive coverage of a wide range of investment strategies, analysing both direct investments and indirect positions by looking through mutual funds.

  • 400 investment portfolios

  • 15K direct position

  • 15K indirect position obtained by looking through funds

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  • “Thanks to CoreValuesMetrics®, we have a robust solution that not only meets regulatory requirements but also deepens our engagement with stakeholders. It’s an essential tool for sustainable portfolio management.”

    CEO of a large European Multi-Manager

  • “We used to struggle with reporting and disclosures, but CoreValuesMetrics® has simplified the entire process by focusing our attention on what truly drives the evolution of sustainability metrics.”

    Chief Sustainability Officer European Fund Manager

  • “The look-through capability allowed us to integrate our own decision-making with decisions we externalise to other managers. It has significantly improved our engagement process.”

    Fund of Fund Manager

  • “With CoreValuesMetrics® I feel more comfortable that my teams are decision are effectively aligned to our clients’ targets. It’s a must-have for any firm serious about sustainable investing.”

    Head of Equity Desk

  • CoreValuesMetrics® integrates sustainability metrics directly into the investment decision-making process. It allows investors to track every investment decision to ensure it delivers both robust financial performance and full alignment with their specific sustainability objectives. This seamless integration ensures that portfolios reflect both financial goals and each clients’ values.

  • CoreValuesMetrics® leverages each investors own sustainability metrics and transaction data to generate insights on how their portfolio compares to benchmarks. It enables them to track the evolution of investments over time; providing a clear view of how each decision impacts both financial performance and sustainability alignment.

  • CoreValuesMetrics® is designed to adjust to different and evolving client-specific sustainability objectives. It offers personalised strategies that foster trust and deepen engagement with clients by aligning investments with their unique values and goals.

  • CoreValuesMetrics® addresses the diverse portfolio construction needs across equity, fixed income and multi-asset portfolios. It ensures both comprehensive and granular insights; allowing for holistic decision-making across various asset classes.

  • CoreValuesMetrics® efficiently leverages diverse sustainability data sources. By integrating multiple sustainability metrics from various providers, it maximises flexibility and minimises costs, giving investors a more comprehensive view of sustainability performance.

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FAQs

  • CoreValuesMetrics® streamlines the creation of sustainability reports that meet regulatory requirements. Investment teams are involved in the reporting process to demonstrate the effective implementation of sustainability guidelines, reducing reporting costs and regulatory disclosure risks.

  • CoreValuesMetrics® is ideal for:

    • Fund managers: looking to seamlessly integrate sustainability objectives into their alpha generation engine without sacrificing performance.

    • Chief Sustainability Officers: navigating complex mandates and asset classes to prioritise decisions that drive compliance with sustainability objectives.

    • Asset allocators: strengthening governance by overseeing both internal decisions and those delegated to external managers.

  • CoreValuesMetrics® can pinpoint key sustainability metrics and link to investment decisions ensuring a robust and cost-effective engagement process. This targeted approach allows for effective communication and action on the sustainability objectives of a portfolio.

  • By integrating sustainability standards with performance metrics, CoreValuesMetrics® helps investors create comprehensive reports that comply with regulatory requirements. It reduces the risk associated with regulatory disclosures by ensuring transparency and accuracy in reporting.

  • To learn more about how CoreValuesMetrics® can align your investments with your values and enhance your portfolio performance, you can request a demo or contact us directly. We're ready to help you integrate purpose and profit in every portfolio.

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Invest with clear intention – make every decision count for purpose and return

Clients deserve portfolios that reflect their values without compromising performance. CoreValuesMetrics® can help achieve this