services
Ranking of top sustainable funds by asset class
Get online access to the Best sustainable funds* by asset classes and download a two pages ESG report per fund. Quarterly update.
*funds arequalified for their financial performance and their ESG quality, based on an independent assessment
Personalized fund selection with Anglo-Swiss Advisors
Get an independent analysis and selection of the most appropriate ESG funds. Financial analysis and monitoring undertaken by Anglo-Swiss Advisors. The ESG suitability check provided by Conser.
Dynamic ESG monitoring of multi-asset / multi-manager portfolio
Set up of your online platform for a customised ESG monitoring of your portfolios.
ESG sensitivity Check of your investments
Get a detailed assessment of your portfolio’s ESG profile, through the screening of all underlying positions.
Customized ESG services
Conser can support in all the steps associated with responsible investment, from training, implementation, monitoring as well as reporting (regulatory or client oriented).
packages available
Get online access to the TOP 3 Best ESG funds by asset class (8 classes)
CHF 2’000.– per year
*about 24 funds/quarterly update
Get online access to the TOP 5 Best ESG funds by asset class (8 categories)
CHF 3’000.- per year
*about 40 funds /quarterly update
Get online access to the TOP 10 Best ESG funds by asset class (8 categories)
CHF 5’000.- per year
*about 80 funds /quarterly update
Dynamic multi-assets / multi-managers monitoring
From CHF 10’000.–
per year
ESG sensitivity Check
CHF 1’500.–
by portfolio
Customized ESG Services
CHF 400.- / hour
Payment against invoice or, in countries allowing an alternative model, through an equivalent value of commission generated with market orders.
Conser
Founded in 2007, Conser is a Swiss-based advisory firm, 100% dedicated to sustainable investing. The company is a pioneer in independent ESG funds verification.
Its mission is to translate ESG complexity and to help investors navigate the responsible investment landscape.
Its role is to facilitate the dialogue between Asset managers and Asset owners by providing a neutral, unbiased portfolio assessment.
Since inception Conser has been trusted by more than 100 institutional investors.
In response to the variety of ESG scoring, Conser developed the ESG Consensus®. This innovative tool is based on multiple recognized sources and market opinions. This unique meta-analysis aggregates intelligence from ESG experts and measures the dispersion of views.