Methodology and Advantages
Value²’s innovation stems from a flip in the standard methodology. Most other ESG investment vehicles essentially operate from a pre-defined parent index with minor adjustments. Value²’s methodology starts with impact.
Our investments adhere to three golden principles:
Responsible companies with high Environmental, Social and Governance (ESG) performance
Companies with Sustainable Goods and Services (SGS) which provide solutions for global challenges
Companies with high-quality financial performance and potential
Our Investment Process and Unique Methodology:
1
Choosing the leading ESG-performing companies that also have revenue from sustainable goods and services (SGS) and no red flag controversies
2
Financial analysis of the high-performing companies narrows potential investments down to the highest quality equity options
3
The investment committee, which convenes at least once a week, reviews the investment portfolio and determines the correct exposure to the various companies, sectors and geographical zones
How do we do it?
Selection of companies with the best ESG performance
Selection of companies with SGS revenue
Selection of financially strong companies
Active portfolio management
Value² Advantages
Superior and measurable impact, 100% fossil free
Partnership with Moody's (Vigeo Eiris), a global leader in ESG analysis
Boutique investment house with an exclusive focus on responsible investments
High quality, hands-on financial analysis and more liquid than private equity
Low volatility relative to other equity portfolios
A solution to portfolio diversification; low overlap with standard indices
Better risk management and increase investment opportunities to invest in high Growth companies
Catalytic in changing the impact investment ecosystem in Israel