In this era we live in today, responsible investing becomes crucial
The world is facing challenges such as climate change and growing inequality.
These challenges are threatening the stability and long-term habitability of our Planet. Ignoring environmental and social issues is not only bad for the Planet and its population but can be devastating to economic prosperity and growth.
Increasingly, businesses and investors aim to participate meaningfully in advancing solutions to solving these global challenges.
Investors play an essential role in this transition by investing in financial, social, and ecological profitable companies
Not only from a moral perspective but also to reduce risks associated with adverse sustainability impact. Various stakeholders and governments are demanding financially profitable investments while achieving positive social and ecological impact.
The problem
The sustainability performance of a company is rarely visible
Blended Values offers guidance in making sustainability performance visible for investors
Solutions
The solutions we offer:
Define what your investor profile is – sustainability appetite
Your preferences on sustainability topics are outlined in the model. The outcome is your sustainability appetite presented in a unique spiderweb. You can use the profile as a starting point to integrate sustainability in your investment assessment.
Scan and rate your existing investments
Based on the model, individual existing portfolio companies are rated. Each company gets its dedicated rating and spider web. The combined scores give a total portfolio score.
Scan potential investments – perform sustainability due diligence
The sustainability due diligence gives insights in a companies’ current sustainability performance. The results can be used when deciding if an investments fits your sustainability decision criteria.
Define improvement plans and 100-day plans reflecting your profile
The sustainability due diligence gives insights in a companies current sustainability performance. The results can be used when deciding if an investments fits your sustainability decision criteria or as a starting point to define improvement plans.
Prepare internal and external Reporting
Blended Values gives you the possibility to easily report and communicate your progress on sustainability. Besides, it gives the possibility to become compliant with (future) rules and regulations concerning sustainability. Amongst them, SFDR reporting.
A few examples of how the solutions can help you:
Gain insights on sustainability performance of your (potential) investments
Compare investments on sustainability performance
Integrate sustainability in your investment process
Reporting and communication of the sustainability performance of your portfolio
Road to SFDR compliance
The model
The Blended Values Model consists of 10 categories, resulting in an easy-to-understand score and spiderweb
The model makes use of the most relevant impact categories. Based on different underlying indicators, the model calculates the outcomes of the 10 categories. The result is presented in a single rating and a spiderweb reflecting the companies impact on the Planet and society.
As an investor, the scores are a perfect opportunity to integrate into your investment assessment and management of your portfolio.
Learn more about our vision on sustainability
Nowadays, there are many definitions for sustainability used. At Blended Values, we believe sustainability is part of a system and cannot be isolated.
Therefore we use the following definition to define an ideal sustainable world:
In a sustainable world, societies are powered by renewable energy and closed-loop material systems, living in thriving ecosystems, on a biodiverse planet, with healthy and happy individuals living in just, tolerant, and diverse cultures, supported by open and transparent economies.
Companies play a role in this system as well. In this ideal world companies …
… have the capacity to withstand disturbances
… are centered around social justice and equity
… have a high level of independence
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