Effectual
Effectual has been established by the investment office
Perpetual as dedicated provider for sustainable investing
Methology
We measure the sustainability of companies or investments by their sustainable return, which corrects traditional financial return by the costs and damages to society and the environment (“externalities”).
We estimate externalities using methods that have been developed and are being applied by the public sector, e.g. the U.S. Environmental Protection Agency, the EU Commission, and the World Bank. ( In Deutsch: Umweltbundesamt, EU Kommission, Weltbank) / Link zum Zeitstahlartikel
Externalities
/ Climate change
/ Air pollution
/ Water
/ Waste
/ Air pollution
/ Knowledge
/ Communities
Universe
/ 29,000+ Securities
/ 29,000+ Securities
/ 12.000+ firms
/ 12.000+ firms
/ 106 countries
/ 106 countries
/ 12 sectors, 68 industries, 224 sub-industries
/ 12 sectors, 68 industries, 224 sub-industries
/ [2.5mn+] data points
/ [2.5mn+] data points
Advantages
Comprehensive
An intuitive metric applicable to all asset classes, core portfolios, and ESG factors, extending beyond financial models.
Objective
Grounded in an academic consensus and strong economic theory, this approach is entirely evidence-based.
Verifiable
A mathematical model with parameters from published research, based on observable data, offering simple and clear aggregation.