Effectual Framework
Effectual has been established by the investment office Perpetual as dedicated provider for sustainable investing. orem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
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.
Externalities
Climate change
Air pollution
Water
Waste
Labor
Knowledge
Communities
Universe
29,000+ securities
12.000+ firms
106 countries
12 sectors, 68 industries, 224 sub-industries
[2.5mn+] data points
Advantages
Sustainable investing for the core equity portfolio. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Comprehensive
An intuitive metric applicable to all asset classes, core portfolios, and ESG factors, extending beyond financial models.
Objective
A mathematical model with parameters from published research, based on observable data, offering simple and clear aggregation.
Verifiable
Grounded in an academic consensus and strong economic theory, this approach is entirely evidence-based.