The Benchmark for
Responsible Investment
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The ERIG Index
The ERIG Index was built to assign Responsible Investment ratings to managed funds, providing Financial Advisers with a tool to build the perfect RI portfolio for your clients.
Analyse a Portfolio
Apply the ERIG Index to your portfolio and see how it compares to client expectations as well as peer and sector averages.
RI Client Questionnaire
A handy tool for Financial Advisers to facilitate RI conversations with your clients.
WELCOME TO THE EVERGREEN RESPONSIBLE
INVESTMENT GRADING INDEX
Free for Financial Advisers until 30 September 2021
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"It is great to be partnering with the experienced team at Evergreen to deliver Responsible Investing research and management for Advisers"
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"Evergreen have a robust manager selection framework which gives our investors a well-diversified, broad based exposure to the best of breed managers in the responsible investment space."
THE ERIG INDEX
Responsible Investment (RI) is an important consideration for investors everywhere. Until now, there has not been a consistent industry approach to assessing the RI characteristics of funds and portfolios.
We have solved this problem by developing a robust fund grading framework that Financial Advisers can use to build RI portfolios with confidence and ease.
There are two ratings solutions provided by the ERIG Index. The first is a quartile ranking which provides Financial Advisers with a simple way to determine a fund's RI capabilities at a glance. The second is a series of scores across the RI Spectrum which allows the Financial Advisers to effortlessly drill down into a fund's competencies.
The ERIG Index was developed using the Responsible Investment Association of Australasia's (RIAA) Responsible Investment Spectrum and the UN Principles for Responsible Investment (UNPRI) guidelines.
ANALYSE YOUR PORTFOLIO
Upload an existing portfolio, create one from scratch or model different portfolios to suit your needs.
The ERIG Index provides grades for over 2000 products, and counting. These products span various asset classes, including hard-to-assess sectors such as fixed interest and product types.
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How can you construct a portfolio using your client's Responsible Investment profile?
1
ERIG Client Questionnaire
Discover a client's preferred investing beliefs.
2
Product Search
Input your client's preferences to the product search tool, finding appropriate products for their portfolio.
3
Portfolio Construction
Select the products you wish to use, model them in the portfolio construction tool and assess RI characteristics using ERIG Index scores and Quartile Rankings.
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Please note that the ERIG Index measures only the Responsible Investment capabilities of funds. It does not assess the performance or other features of the funds.
Contact Us
Level 30, Australia Square, 264-278 George St, Sydney 2000 NSW
Michael Ohlsson
Director
[email protected]
0404 883 171
Lia Gunawan
Strategic Partnerships Manager
[email protected]
0414 547 172
Evergreen Research Pty Ltd trading as ERIG Index ABN 17 647 506 590 is Authorised Representative 001289533 of Evergreen Fund Managers Pty Ltd ABN 75 602 703 202 AFSL 486275. The material is for the information purposes of non-retail clients only. It is not, and is not to be construed as, advice or a recommendation to acquire, hold or dispose of financial products or to use financial services.