Abacus Tech for Good
European Union Multi Caps management combining financial and extra-financial criteria
Article 8 SFDR
Abacus process DNA
The first step is to filter the investment universe using quantitative performance and risk criteria.
The second step consists of a fundamental analysis of the stocks in line with a macro-economic analysis, integrating quantitative, qualitative and financial criteria.
The third step consists of the extra-financial analysis of the stocks, integrating environmental, social, societal and governance ESG criteria, controversy indicators and impact analysis.
The final step is to construct and monitor the portfolio according to valuation, risk and liquidity criteria, including controversy management.
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Abacus Tech for Good is a UCITS composed of equities from all market capitalisations in the Eurozone, chosen for their fundamental qualities. These companies are selected through a rigorous and transparent process, Abacus, in complete independence from stock market indices. This proprietary methodology allows us to aim for a better risk-adjusted performance. This fund is eligible for PEA. The benchmark is the Eurostoxx NR. The fund adopts an extra-financial strategy in accordance with article 8 of the SFDR regulation.
The Abacus Tech for Good fund adopts a comprehensive extra-financial strategy, in accordance with article 8 of the Disclosure Regulation, with an in-depth analysis of ESG risks and impacts, greenhouse gas emissions, perimeters 1, 2, 3. The sub-fund adopts a “Best-in-Universe” approach, investing in the highest rated companies regardless of their sector of activity, with a preference for sectors considered more virtuous. The sub-fund adopts normative and sector exclusions in order to avoid investing in models with a high potential for negative impact and controversy.
Normative and sectoral exclusions
ESG analysis based on double materiality
Positive impact measurement
Best in Universe
Analysis of greenhouse gas emissions