An Introduction to ERIG Index
The ERIG Index provides Quartile Rankings for funds and assesses them across all seven capabilities on the RI Spectrum. Click for more
How is a Fund Graded?
The ERIG Index is based on a comprehensive questionnaire provided to Fund Managers. Click for more
The Role of Top-Down Analysis in Responsible Investment
Here is an easy read on the pros and cons of this top-down versus bottom-up analysis. Click for more
What is Responsible Investment
Here is a client friendly tool to use when explaining and educating your clients about Responsible Investment, enabling them to better understand how their beliefs can translate to investment selection. Click for more
Client Questionnaire: Responsible Investment Profile
This questionnaire aims to guide Financial Advisers and their clients in understanding their Responsible Investment beliefs. Click for more
Paper: Responsible Investment and the ERIG Index
Take a deeper look at Responsible Investment - where did it start and what is it? This paper details how the ERIG Index was created and provides more in depth detail on the seven Responsible Investment categories. Click for more
Looking for Responsible Investment Model Portfolios?
Evergreen Responsible Growth Bond
Available through Generation Life
Evergreen Ethical Investment Balanced Portfolio
Available through DASH
These model portfolios can be viewed in your saved portfolios
Toolkit