CAER provides a range of products designed to assist different types of investors, companies and market participants act upon environmental, social and governance (ESG) considerations. With expertise in the local market and access to comprehensive global data through our partner Vigeo Eiris, CAER’s products support various aspects of investment analysis, portfolio measurement and thematic investment areas.
- Corporate Monitor
An ESG rating and news service tailored for financial advisers, Corporate Monitor provides company information across specific risk areas.
- Customised Research Reports
Access to research and data products combined with in-house expertise spanning more than 20 years, allows CAER to deliver customised research solutions for our clients. Our research clients include large-scale institutional investors, boutique fund managers, civil society organisations, charitable groups, local councils and government bodies.
- ESG Research & Data
We provide ESG data and research covering 4,000 issuers globally, including ASX 300 and NZ 50 companies. Our ratings incorporate a range of ESG considerations and are developed using composite measures of performance and management against broader industry trends. Companies are also assessed in relation to global best practice conventions and agreements.
- Investment Universe & Indices
CAER’s research can be used to identify investment universes as well as compile indices based on specific ESG requirements.
- Screening & Thematic Research
For screening and thematic research, CAER covers up to 10,000 issuers. Issues can be screened based on products, industry, country of operation or location of subsidiaries, and can be tailored to investor requirements around thresholds. Our Controversial Activities Screen research incorporates leading risk areas as elected by investors into one screening package that can be adjusted to specific requirements.
- Responsible Investment Consulting
We work with our clients to determine the responsible investment (RI) approaches best suited to their business. We can also assist in the development of sound policies and strategies for RI implementation, measurement and reporting. This can include the full gamut of RI services useful to those entering the RI market for the first time, a range of services targeted at helping established organisations update their RI framework as their expertise matures.