Business introduction
Building Trust Through ESG Verification
The integration of environmental, social and governance (ESG) factors into investment strategy is becoming mainstream
Founded in 2007, one of the first advisory firms 100% dedicated to sustainable investment.
Conser has played a leading role in the development of the sustainable investment industry in Switzerland, co-founding the two Swiss Finance Sustainability platforms (SFG & SSF) whose goal is to spread responsibility in finance. The company is also Bcorp certified.
Since 2018, Conser has made the move to digitalization of its core business.
Conser has successfully worked with over 80 institutional clients - pension funds, foundations and asset managers.
Conser Solutions
ESG Consensus®
The ESG Consensus® methodology provides the most representative market perception of an investment’s sustainability risk. The assessment is based on multiple recognized ESG sources. It determines the average and the convergence of these independant ESG opinions in order to guarantee reliable and unbiased results. Representative of market perception Conser uses more than 20 different recognised ESG......
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view solutionFund Database
Each fund is categorized according to its sustainability objectives and rated accordingly. The fund analysts assess the investment process, the quality of the external fund's management team and the sustainability track-record of its portfolio. Each fund is then given a qualitative rating. A quantitative screening based on risk and alpha......
business needs
view solutionPortfolio Check
The Portfolio Check is the ultimate tool for monitoring the ESG risks of investments. A one page document visually describes the critical sustainability issues of a portfolio. All holdings are screened based on their ESG Consensus® and their exposure to serious controversies and ESG impacts. The final grade summarizes the weighted-average quality......
business needs
view solutionStrategic advisory
Our team of consultants brings you a complete understanding of ESG and impact investing. We will help you to define and adapt your investment process to achieve both financial returns and positive impact. We use our proprietary Value Mapping tool to establish a sustainable investment policy. Our ESG Consensus® and Portfolio Check tools......
business needs
view solutionValue Mapping
These investment guidelines define the client’s sensitivity and clarify his or her priorities in terms of financial returns and sustainability impacts. Result of the questionnaire can be used to communicate with investment managers and other stakeholders. Based on our expertise and knowledge of the existing investment solutions, we define priorities......
