The Sauren ESG scoring by Sauren Finanzdienstleistungen GmbH & Co. KG offers a new, systematic evaluation for sustainable investment decisions. The qualitative analysis of the sustainability processes that is performed as part of the Sauren ESG scoring dovetails perfectly with our company’s tried-and-tested qualitative fund manager analysis.
Sauren ESG scoring: description of the scoring process
Sauren ESG scoring puts fund managers’ decision-making and investment processes at the centre of the analysis. These processes are evaluated based on the importance attached to sustainability aspects in the management of the fund portfolio concerned. This encourages fund managers to support positive environmental, social and ethical conditions or to work towards an improvement without prescribing specific tools or criteria for them to use. In this respect, the ESG scoring process is not designed to serve as a seal of quality. Rather, the underlying process is a measurement process that aims to analyse the extent to which ESG aspects have been taken into account in the fund concerned.
The Sauren ESG scoring process systematically translates the qualitative analysis findings into values. Sauren ESG scoring is based on a scale ranging from -4 to +4. The greater the attention paid to sustainability aspects as part of the decision-making process, the higher the tends to be. The Sauren ESG score that emerges from the process can be reduced as part of the subsequent portfolio check to reflect controversial portfolio positions.
Total Sauren ESG score
The total score is equivalent to the average of the individual scores in the environmental, social and governance categories, assigning an equal weight to each of these aspects.
The Sauren Nachhaltig Defensiv, Sauren Nachhaltig Ausgewogen and Sauren Select Nachhaltig Wachstum funds are products pursuant to Article 8 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector.