{"id":11671,"date":"2017-11-28T23:56:41","date_gmt":"2017-11-28T22:56:41","guid":{"rendered":"http:\/\/www.ethicalquote.com\/newTemplate\/?page_id=11671"},"modified":"2026-02-09T13:36:54","modified_gmt":"2026-02-09T12:36:54","slug":"investors","status":"publish","type":"page","link":"https:\/\/www.covalence.ch\/index.php\/services\/investors\/","title":{"rendered":"Investors"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column]<style>.vcex-icon-box.vcex_69ddac3959ad1 .vcex-icon-box-heading{color:#2e7db1;font-size:22px;font-weight:400;}.vcex-icon-box.vcex_69ddac3959ad1 .vcex-icon-box-icon{color:#2e7db1;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-one wpex-flex wpex-text-left vc_custom_1544198090140 vcex_69ddac3959ad1\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--icon wpex-flex-shrink-0 wpex-mr-20\"><div class=\"vcex-icon-box-icon wpex-items-center wpex-justify-center wpex-child-inherit-color wpex-text-center wpex-leading-none wpex-flex wpex-text-1\"><span class=\"wpex-flex wpex-icon--w wpex-icon\" aria-hidden=\"true\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 34 32\"><path d=\"M17.143 0l17.143 6.857v2.286h-2.286q0 0.464-0.366 0.804t-0.866 0.339h-27.25q-0.5 0-0.866-0.339t-0.366-0.804h-2.286v-2.286zM4.571 11.429h4.571v13.714h2.286v-13.714h4.571v13.714h2.286v-13.714h4.571v13.714h2.286v-13.714h4.571v13.714h1.054q0.5 0 0.866 0.339t0.366 0.804v1.143h-29.714v-1.143q0-0.464 0.366-0.804t0.866-0.339h1.054v-13.714zM33.054 28.571q0.5 0 0.866 0.339t0.366 0.804v2.286h-34.286v-2.286q0-0.464 0.366-0.804t0.866-0.339h31.821z\"><\/path><\/svg><\/span><\/div><\/div><div class=\"vcex-icon-box-text wpex-flex-grow\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Investing with purpose<\/h2><\/div><\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1671036602855{margin-bottom: 24px !important;}&#8221; font_size=&#8221;18&#8243;]\n<p style=\"text-align: justify;\">Covalence provides investors and asset managers with ESG ratings, greenwashing risk indicators, SDG scores, ESG news data, and investment solutions. We\u2019re also involved in executive education for finance professionals.<\/p>\n[\/vc_column_text][vc_tta_accordion style=&#8221;modern&#8221; color=&#8221;black&#8221; spacing=&#8221;4&#8243; c_icon=&#8221;triangle&#8221; active_section=&#8221;6&#8243; no_fill=&#8221;true&#8221; collapsible_all=&#8221;true&#8221; el_class=&#8221;AccordeonServices&#8221;][vc_tta_section title=&#8221;ESG ratings&#8221; tab_id=&#8221;1603469894755-14395b05-b947&#8243;][vc_column_text css=&#8221;.vc_custom_1705421852340{margin-bottom: 18px !important;}&#8221;]\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14960 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-300x160.png\" alt=\"\" width=\"300\" height=\"160\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-300x160.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-1024x547.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-768x410.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample.png 1065w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Our monthly-updated ESG ratings cover 15000 listed companies globally.<\/p>\n<p style=\"text-align: justify;\">They are based on data publicly reported by companies (disclosure) and on news sentiment reflecting the perceptions of stakeholders such as the media and NGOs (reputation), both positive (endorsements) and negative (controversies).<\/p>\n<p style=\"text-align: justify;\">Our ESG ratings can be used for risk management, factor investing, positive and negative screening, ESG integration, and thematic investments.<\/p>\n[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_Ratings_Methodolology.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Methodology<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Sample<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;&#110;&#116;ac&#116;&#064;co&#118;&#097;&#108;&#101;&#110;&#099;&#101;.c&#104;&#063;su&#098;je&#099;&#116;&#061;E&#083;G%20ra&#116;&#105;&#110;g&#115;\" class=\"vcex-button theme-button align-left inline\" title=\"ESG ratings\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Norms-based exclusions monitor&#8221; tab_id=&#8221;1652825388741-8a10138c-463d&#8221;][vc_column_text css=&#8221;.vc_custom_1770640611608{margin-bottom: 18px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-15690\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2025\/12\/morocco-300_212.png\" alt=\"\" width=\"300\" height=\"212\" \/>Institutional investors and asset managers are facing increasing demands for exclusions of certain companies due to behaviour deemed not to be in line with international standards.<\/p>\n<p>With the Norms-based exclusions monitor, Covalence wants to help professional investors better manage such requests.<\/p>\n<p>This tool covers 60 exclusion lists published as part of their responsible investment policies by asset owners and asset managers, as well as by the United Nations. All norms-based (or conduct-based) exclusions are monitored on a quarterly basis.<\/p>\n<p>It includes: &gt; 1,000 companies listed; quarterly updates; regular monitoring and addition of new lists; transparent documentation of sources.<\/p>\n<p>This tool is useful in several ways:<\/p>\n<ul>\n<li>Decision support<\/li>\n<li>Regulatory compliance<\/li>\n<li>Benchmarking<\/li>\n<li>Risk management<\/li>\n<li>Reputation management<\/li>\n<\/ul>\n<p>This tool can be ordered as a one-off purchase or an annual subscription.<\/p>\n<p>A detailed presentation is available upon request.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:&#099;&#111;&#110;&#116;&#097;&#099;&#116;&#064;cov&#097;l&#101;&#110;&#099;e&#046;ch&#063;&#115;&#117;b&#106;&#101;c&#116;=&#078;or&#109;s-&#098;a&#115;&#101;&#100;%20&#101;&#120;c&#108;&#117;s&#105;&#111;ns%20m&#111;&#110;&#105;t&#111;&#114;\" class=\"vcex-button theme-button align-left inline\" title=\"Norms-based exclusions monitor\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Portfolio reports&#8221; tab_id=&#8221;1764591432233-6c655603-dee2&#8243;][vc_column_text css=&#8221;.vc_custom_1705422049387{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Sample_Portfolio_Report.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14964 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t-300x212.png\" alt=\"\" width=\"300\" height=\"212\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t-300x212.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t.png 655w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence\u2019s ESG ratings are aggregated to produce bespoke 3 to 4 pages portfolio reports that are produced on demand.<\/p>\n<p>Our ESG ratings combine a measure of reputation, translating the perception of stakeholders such as the media and NGOs, both positive (endorsements) and negative (controversies), and a disclosure score, based on ESG indicators reported by companies and sourced from an external provider as well as on corporate communications.<\/p>\n<p>Portfolio reports include the following metrics: ESG, E, S, G, 11 underlying categories, disclosure, reputation, controversy, greenwashing risk indicator.<\/p>\n<p>Use cases are: portfolio management, ESG audits, assessments of asset managers, responses to RFPs.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_Ratings_Methodolology.pdf\" class=\"vcex-button theme-button inline\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Methodology<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Sample_Portfolio_Report.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Sample report<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;&#110;&#116;&#097;&#099;&#116;&#064;&#099;ov&#097;lenc&#101;.c&#104;&#063;su&#098;&#106;&#101;&#099;t&#061;&#080;&#111;&#114;tfol&#105;&#111;&#032;&#114;e&#112;ort&#115;\" class=\"vcex-button theme-button align-left inline\" title=\"Greenwashing risk indicator\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;ESG news data&#8221; tab_id=&#8221;1544182660845-e66cb304-1e00&#8243;][vc_column_text css=&#8221;.vc_custom_1705422115674{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_News_CollectionandClassification_Methodology.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14968 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-300x178.png\" alt=\"\" width=\"300\" height=\"178\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-300x178.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-1024x606.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-768x455.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670.png 1064w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Since 2001 we have been monitoring ESG news on a daily basis, both positive news (illustrating companies\u2019 sustainability credentials) and negative news (reflecting controversies and the issues they are facing).<\/p>\n<p>This service is useful for identifying ESG-related opportunities and for managing legal, economic and reputational risks. Our dynamic, granular, news-based data informs on ESG practices (GRI-inspired criteria), impact (SDGs, SFDR) and materiality (SASB), providing signals relevant to quant trading and equity factor investing.<\/p>\n<p>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.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_News_CollectionandClassification_Methodology.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Methodology<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;n&#116;&#097;&#099;&#116;&#064;c&#111;&#118;&#097;&#108;e&#110;&#099;e.&#099;h&#063;&#115;&#117;b&#106;e&#099;&#116;=ES&#071;&#032;&#110;&#101;&#119;s&#032;&#100;&#097;t&#097;\" class=\"vcex-button theme-button align-left inline\" title=\"ESG news data\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Greenwashing risk indicator&#8221; tab_id=&#8221;1704891977471-c73065ce-afb1&#8243;][vc_column_text css=&#8221;.vc_custom_1715686163820{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_GreenwashingRiskIndicator_WhitePaper.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14284 size-full\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2022\/05\/speaker-icon-24-cov-colors_300-3.png\" alt=\"\" width=\"300\" height=\"231\" \/><\/a>Covalence\u2019s ESG rating system has been enriched with a greenwashing risk indicator highlighting discrepancies between companies\u2019 promises and action regarding sustainability. Like a sincerity detector, this new indicator gives a more realistic picture of their ESG credentials while enabling to assess the credibility of sustainability commitments, analyze ESG risks, identify credible ESG leaders and spot companies showing most progress.<\/p>\n<p>The greenwashing risk indicator is obtained by comparing forward-looking and backward-looking news sentiment. Forward-looking news data covers companies\u2019 sustainability commitments and aspirational statements, while backward-looking data reflects how stakeholders perceive their achievements and past actions.<\/p>\n<p>Use cases: portfolio risk analysis and reporting, institutional reputation management, portfolio management, ESG integration, shareholder engagement.<\/p>\n<p>In 2024 researchers from The Polytechnic Institute of Paris have written an academic paper using data provided by Covalence, <a href=\"https:\/\/papers.ssrn.com\/sol3\/papers.cfm?abstract_id=4644741\" target=\"_blank\" rel=\"noopener\">Can Investors Curb Greenwashing?<\/a>[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_GreenwashingRiskIndicator_WhitePaper.pdf\" class=\"vcex-button theme-button inline\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">White paper<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" class=\"vcex-button theme-button inline\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Sample<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;&#110;t&#097;ct&#064;&#099;o&#118;&#097;len&#099;e&#046;&#099;h?subj&#101;&#099;&#116;&#061;&#071;ree&#110;w&#097;&#115;h&#105;&#110;&#103;&#032;&#114;&#105;s&#107;%20&#105;ndic&#097;t&#111;&#114;\" class=\"vcex-button theme-button align-left inline\" title=\"Greenwashing risk indicator\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;SDG and thematic scores&#8221; tab_id=&#8221;1661172692406-0641b397-8179&#8243;][vc_column_text css=&#8221;.vc_custom_1705422198162{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_SDG_Mapping_Methodology.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14971 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-300x300.png\" alt=\"\" width=\"300\" height=\"300\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-300x300.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-150x150.png 150w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01.png 750w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence filters its ESG data and recodes it with the Sustainable Development Goals to show companies\u2019 exposure to the SDGs and document their positive impacts, providing insightful material for impact analysis and supporting thematic investment strategies.<\/p>\n<p>The recoding of ESG data with the SDGs takes place in both dimensions of Covalence\u2019s methodology, disclosure and reputation.<\/p>\n<p>For instance, the European Union has used our SDG scores to produce the <a href=\"https:\/\/op.europa.eu\/en\/publication-detail\/-\/publication\/02ab5f6a-c9bd-11ec-b6f4-01aa75ed71a1\/language-en\" target=\"_blank\" rel=\"noopener\">2021 EU Industrial R&amp;D Investment Scoreboard<\/a>.<\/p>\n<p>Similarly, the data can be filtered with many different topics, such as palm oil, AI, biodiversity, circular economy, ethnic diversity or modern slavery, to produce bespoke thematic scores.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_SDG_Mapping_Methodology.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Methodology<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/op.europa.eu\/en\/publication-detail\/-\/publication\/02ab5f6a-c9bd-11ec-b6f4-01aa75ed71a1\/language-en\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">EU scoreboard<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;&#110;tac&#116;&#064;co&#118;&#097;len&#099;e&#046;ch?&#115;u&#098;j&#101;&#099;&#116;=&#083;DG%20s&#099;ores\" class=\"vcex-button theme-button align-left inline\" title=\"Greenwashing risk indicator\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Education&#8221; tab_id=&#8221;1592383018352-74d44309-1156&#8243;][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]\n<div class=\"vc_row wpb_row vc_inner vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element\">\n<div class=\"wpb_wrapper\">\n<p>Covalence\u2019s managing partner Antoine Mach is a trainer in sustainable finance and ESG analysis in several contexts:<\/p>\n<ul>\n<li><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-15285\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-300x128.png\" alt=\"\" width=\"300\" height=\"128\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-300x128.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-1024x436.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-768x327.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-1536x653.png 1536w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-2048x871.png 2048w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>In-house training, seminars and workshops built to help banks and asset managers comply with Swiss Banking\u2019s guidelines on <a href=\"https:\/\/www.swissbanking.ch\/_Resources\/Persistent\/a\/5\/e\/0\/a5e0845f065a60699df88910ae675b7082e69411\/SBA_Guidelines_investment_advice_and_portfolio_management_EN.pdf\">ESG investing<\/a> and <a href=\"https:\/\/www.google.com\/url?sa=t&amp;source=web&amp;rct=j&amp;opi=89978449&amp;url=https:\/\/www.swissbanking.ch\/_Resources\/Persistent\/c\/b\/b\/3\/cbb3619179bd238dca41328b2464af560a2c0f3a\/SBA_Guidelines_mortgage_providers_on_the_promotion_of_energy_efficiency_EN.pdf&amp;ved=2ahUKEwjro5ngutmIAxX9_7sIHUd4PcAQFnoECBsQAQ&amp;usg=AOvVaw24_Kmdl4-17yJYm6g6uxI6\">sustainable mortgages<\/a>, as well as to AMAS\u2019s <a href=\"https:\/\/www.am-switzerland.ch\/en\/self-regulation\/sustainable-finance-self-regulation\">sustainable finance self-regulation.\u00a0<\/a>These training courses can be recognized as SAQ recertification measures.<\/li>\n<li>Programme manager of <a href=\"https:\/\/www.isfb.ch\/2023\/01\/01\/certificat-isfb-specialiste-en-finance-durable\/\">Certificat ISFB Finance Durable<\/a> offered by ISFB, Institut sup\u00e9rieur de formation bancaire (short course)<\/li>\n<li>Co-manager of the <a href=\"https:\/\/www.hesge.ch\/heg\/formations\/formation-continue\/formations-diplomantes\/certificate-advanced-studies-cas\/sustainable-finance#program-overview\" target=\"_blank\" rel=\"noopener\">CAS Sustainable Finance<\/a> offered by Haute \u00e9cole de gestion de Gen\u00e8ve (HEG), recipient of the prize for Best Pedagogical Innovation at the <a href=\"https:\/\/www.fir-pri-awards.org\/\">FIR-PRI Finance &amp; Sustainability Awards 2019<\/a> (long course)<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.hesge.ch\/heg\/formation-continue\/cas\/sf\/training-programme-sustainable-finance\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\"> CAS Sustainable Finance HEG<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.isfb.ch\/2023\/01\/01\/certificat-isfb-specialiste-en-finance-durable\/\" class=\"vcex-button theme-button align-left inline\" title=\"ZKB Tracker\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\"> Certificat ISFB Finance Durable<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:a&#110;to&#105;&#110;e&#046;ma&#099;&#104;&#064;c&#111;&#118;&#097;le&#110;c&#101;&#046;ch?sub&#106;&#101;&#099;&#116;=&#067;A&#083;%20&#083;&#117;s&#116;&#097;in&#097;&#098;&#108;&#101;&#032;&#070;i&#110;a&#110;c&#101;\" class=\"vcex-button theme-button align-left inline\" title=\"ZKB Tracker\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;ZKB Tracker Certificate Dynamic on Sustainable Swiss Small and Mid-Caps&#8221; tab_id=&#8221;1504632464866-2e16e781-9846&#8243;][vc_column_text css=&#8221;.vc_custom_1705422225769{margin-bottom: 18px !important;}&#8221;]\n<p style=\"text-align: justify;\"><a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14978 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608-300x169.png\" alt=\"\" width=\"300\" height=\"169\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608-300x169.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608.png 684w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence SA, a specialist in ESG ratings and research, and Sussland &amp; Co SA, a Geneva-based wealth manager, joined their forces to offer the <a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" target=\"_blank\" rel=\"noopener noreferrer\">ZKB Tracker Certificate Dynamic on Sustainable Swiss Small and Mid-Caps<\/a> in partnership with Z\u00fcrcher Kantonalbank.<\/p>\n<p style=\"text-align: justify;\">The product has as objective to provide investors with a highly diversified portfolio of shares of Swiss small and mid-cap companies that have demonstrated through their acts their commitment to the ESG mindset as well as the ability to generate a positive impact on communities.<\/p>\n<p style=\"text-align: justify;\">The investment universe includes companies with market capitalisation between CHF 500 million et 20 billion, and registering an above average ESG rating, which represents approx. 80 companies.<\/p>\n[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Product page<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:co&#110;&#116;&#097;c&#116;&#064;c&#111;&#118;al&#101;&#110;&#099;&#101;&#046;c&#104;&#063;&#115;&#117;bj&#101;c&#116;&#061;ZKB&#032;&#084;&#114;acker\" class=\"vcex-button theme-button align-left inline\" title=\"ZKB Tracker\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1671036602855{margin-bottom: 24px !important;}&#8221; font_size=&#8221;18&#8243;] Covalence provides investors and asset managers with ESG ratings, greenwashing risk indicators, SDG scores, ESG news data, and investment solutions. We\u2019re also involved in executive education for finance professionals. [\/vc_column_text][vc_tta_accordion style=&#8221;modern&#8221; color=&#8221;black&#8221; spacing=&#8221;4&#8243; c_icon=&#8221;triangle&#8221; active_section=&#8221;6&#8243; no_fill=&#8221;true&#8221; collapsible_all=&#8221;true&#8221; el_class=&#8221;AccordeonServices&#8221;][vc_tta_section title=&#8221;ESG ratings&#8221; tab_id=&#8221;1603469894755-14395b05-b947&#8243;][vc_column_text css=&#8221;.vc_custom_1705421852340{margin-bottom: 18px !important;}&#8221;] Our monthly-updated ESG ratings cover&hellip;<\/p>\n","protected":false},"author":665,"featured_media":0,"parent":11,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-11671","page","type-page","status-publish","hentry","entry","no-media"],"_links":{"self":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/11671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/users\/665"}],"replies":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/comments?post=11671"}],"version-history":[{"count":79,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/11671\/revisions"}],"predecessor-version":[{"id":15711,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/11671\/revisions\/15711"}],"up":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/11"}],"wp:attachment":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/media?parent=11671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}