Portfolio Analysis & Reporting (Article 173) 2018-04-30T10:17:11+00:00

Portfolio Analysis & Reporting (Article 173)

Dynamically assess the carbon & ESG performance of your portfolio.

Article 173 of the “Loi de Transition Energétique” requires investors to report on how their activities contribute to the energy and ecological transition and fight against climate change (risk management policy and investment).

Beyond Ratings’ expertise is based on the methodology developed to reveal the financial materiality of ESG factors in general and energy-climate factors in particular (physical climate risks, transition risks, reputational risks). Our methodology applies to the analysis of all portfolios, both SRI portfolios and mainstream portfolios.

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Our Contribution

Beyond Ratings provides a detailed assessment of the current performance of your sovereign an multi asset classes portfolios and forward-looking insights.

Beyond Ratings provides a detailed assessment of the current performance of your sovereign an multi asset classes portfolios and foward looking insights.

Carbon Footprint

Comprehensive reporting of the carbon footprint of your porfolios

Let us produce your climate report

We have already assessed portfolios for a total of 100+ billions of assets under management.

ESG performance

Analyze rhe ESG performance of your portolios

Integrate significant ESG factors

Use our breakthrough methodology of ESG factors integration into financial analysis.

Climate Objectives

How does it affect your portfolios?

CO2 national pathways analysis

Assess the exposure of your portfolios to the impacts of energy transition.

Run a test of your portfolio

Share with us a sample of your SSA portfolio (Sovereign, Supra, Agencies), we will test the coverage and availability of requested data, and restitute at an aggregated level the following information:

  • weighted average of the CO2 emisisons (total territorial + imported emissions / GDP), in absolute terms
  • compared with a benchmark
  • a suggested advanced indicator

Test your portfolio

Output sample

Assess the contribution of each country vs. the carbon footprint of your portfolio.

2014-ghg-on-gdp-by-country-tco2e-on-constant-2010-eur-m

Key Benefits

  • Awarded service provider for best climate report: Beyond Ratings prepared the report of the mutual fund that won a special mention at the International prize for the best climate report for investors (cf. press release)
  • A robust track record with portfolios assessment & reporting for a total AUM of EUR 100+ billions managed by leading French and International institutional investors
  • Capability to cover all your asset classes with the contribution from a network of partners (Trucost, Grizzly Responsible Investment, I-Care Environnement, …)

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