Solution introduction

Our proprietary fund database regroups an exhaustive range of ESG and impact investment solutions in all asset classes

A large set of qualitative and quantitative filters enables us to identify the best opportunities for each investor

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 factors enables us to focus on the best opportunities. A thorough due diligence is then conducted which includes meeting with the fund's management team.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.