Advisory And
Digital Tools 

Our Process

In order to guide investors in their journey towards sustainable investment, Conser provides structured and smart tools that facilitate decision-making.

  • Use proprietary questionnaire to define values
  • Map sensitivity related to environmental, social, governance and ethical factors
  • Draft investment charter
  • Assess portfolio - in-depth report on portfolio using proprietary ESG Consensus©
  • Identify exposure to controversies and impacts
  • Measure the portfolio against benchmark and peers
  • Funds Analytics : systematic analysis of +1000 funds through a proprietary database of more than 7000 listed companies