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Investing with purpose

Covalence provides investors and asset managers with Environment, Social, and Governance ratings, investment product design, impact analysis, and ESG controversy monitoring services.

Covalence rates more than 6000 companies on their ESG practices and SDG impact. For investment managers, we also offer data on sectoral exclusions (controversial weapons, tobacco, etc.).

Our ESG ratings can be used for risk management, investment management, positive and negative screening, ESG integration, and thematic investment.

This data is available in monthly-updated ESG ratings as well as in various other formats.

Relying on 20 years of experience in sustainability analysis and on a robust ESG scoring system, we design meaningful investment products in terms of markets, geographies, themes, scope, ESG approaches (positive and negative screening, integration, engagement), and rating philosophies (best-in-universe, best-in-class, best effort).

We assist asset owners and asset managers with portfolio construction, product development, mission-aligned investments, and more broadly,  investment strategy-setting.

For example, together with the PeaceNexus Foundation, we have developed the methodology used to define the investment universe of the Cadmos – Peace Investment Fund. This global equity fund with a portfolio of 30-40 listed multinational companies is the first investment fund focusing on Sustainable Development Goal 16 – Peace, Justice and Strong Institutions.

More information on the Cadmos – Peace Investment Fund:

Beyond sophisticated investment processes, investors in sustainable and responsible strategies want to know what investee companies are doing for society and the environment, how they contribute to achieving the Sustainable Development Goals defined by the United Nations. They want stories of positive impact and examples of good practice to be assured that their investment is making a difference.

For investment managers, Covalence documents portfolios with customized research, supporting their investment decisions as well as their marketing, reporting and engagement efforts.

Relying on 20 years of experience in sustainability analysis and on a robust ESG news monitoring tool, our team screens large quantities of information, selects the most relevant and performs editorial work to highlight the best impact stories.

We monitor ESG controversies on a continuous basis – criticism, demand, and scandals – that involve companies in our universe and in our clients’ portfolios, helping them manage legal, economic and reputational risks.

The news feed is available on our interactive data visualization platform. Data feeds can also be delivered via FTP, email or API in various formats (.xlsx, csv, json). Finally, users can receive email alerts to be informed of breaking news and recent developments.

Our ESG news monitoring process relies on an in-house web scraper and crawler, on automated extraction techniques, on an algorithm and database, machine learning, sentiment analysis, Natural Language Processing (NLP), as well as on human analysis.

Today, the Covalence database includes more than one million documents from over 50’000 different sources on 6000 companies that have been classified and curated by more than 600 analysts in collaboration with over 30 universities.

The Covalence approach is based on a diversity of sources of information and relies on web monitoring and artificial intelligence together with human analysis. We compare ESG data publicly reported by companies (disclosure) to online narrative content reflecting the perceptions of stakeholders such as the media and NGOs (reputation). This approach allows users to track inconsistencies, monitor changes and benefit from timely alternative data. The information is delivered in an actionable format to support ESG risk exposure mitigation and long-term value creation.

We cover a universe of 6000 of the world’s largest capitalizations. We regularly expand this universe of analysis to align with major global stock indexes and to respond to customer needs.

“Comment investir dans des valeurs suisses respectant les préceptes du développement durable tout en gagnant de l’argent? La société genevoise Vandaalen & Cie s’est associée à Covalence pour proposer un produit très réactif.” Source: Bilan.

Peace Investment Fund

“PeaceNexus commissioned an ambitious methodology to benchmark company contributions to peacebuilding. Together with Covalence SA, the Peacebuilding Business Criteria (PBBC) and mainstream ESG factors were used to assess 300 companies with the largest economic impact in fragile states.” Source: PeaceNexus.

Les Objectifs de développement durables sont une chance pour les entreprises suisses

Les Objectifs de développement durable (ODD) constituent un ambitieux plan d’action pour la communauté internationale. Une nouveauté par rapport aux précédents Objectifs du Millénaire est l’importance accordée au rôle du secteur privé. Source: Covalence / Le Temps.

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