Best of SRI – Overview

“Sustainable and Responsible Investment (SRI) aims at creating value for the investor and society as a whole through a medium to long-term investment strategy integrating financial analysis of companies and institutions with Environmental, social and good governance criteria (ESG).”

 

Best of SRI at a glance

Technical overview

Investors

Why choosing Best of SRI?

 


 

Best of SRI at a glance

 

Best of SRI is an investment opportunity focusing exclusively on SRI strategies available both in the forms of management lines (Algoritmica SRI Bonds and Algoritmica SRI Balanced) or of UCITS investment funds (SELECTRA Best of SRI Bonds and SELECTRA Best of SRI Balanced).

Sustainable wealth management strategies are chosen more and more to answer the needs of institutional and retail investors at best who believe finance should have a pivotal role in promoting projects and businesses with a positive impact on the society and the environment.

Management companies as well as institutional investors such as pension funds, corporations and foundations increasingly take into account environmental, social and corporate governance criteria in their investments. However, the excellent performances typical of these products are not always sufficient to balance the technical requirements and peculiarities of sustainable finance.

This is the reason why FARAD Group has created Best of SRI: a 100% sustainable investment product easily accessible from retail and to institutional investors, combining performance, sustainability and limited risk thanks to two different diversification levels.

 

 


 

Technical overview

 

Best of SRI is an innovative and unique product proposed as the first European Fund of Funds to invest 100% in underlying assets with a high ESG (Economic, Social, Governance) rating.

Both UCITS funds and management lines invest in a portfolio focusing on the best pure SRI UCITS funds marketed in Europe selected by “PureSRI”, a proprietary database created with the final aim to map the European SRI funds industry. After a long screening of SRI funds distributed in Europe, the management team has created a database focusing exclusively on fully/ pure SRI funds: the ones including strict ESG criteria, not limited to exclusion, in their investment strategy.

 

The underlying assets are then selected thanks to an internally-developed algorithm – Algoritmica – which maximizes the performance and minimizes volatility for a target period.

In order to be able to monitor the trend of funds in this sector at European level, a reference index family was created internally: GreenEthica Bond Funds SRI Index and GreenEthica Balanced Funds SRI Index. This index is used, along with a composed Index (50% Barclays Global Aggregate and 50% MSCI World Local), to compare the monthly performances.

 

 


 

Investors

 

Best of SRI is dedicated to institutional clients such as foundations, pension funds, European institutions, proprietary bank desks, large family offices, banks and their private banking services as well as to retail clients looking for a single product in the hope of maximising their return through SRI investment strategies.

 


 

Why choosing Best of SRI?

 

  • Best of SRI includes the 1st European Funds of Funds and management lines investing 100% in PureSRI underlyings.
  • Unlike other SRI funds they present UCITS /portfolio with daily liquidity, opening to a rapid and easy portfolio management with the aim of investing in the best performing funds
  • Dedicated to institutional and retail investors
  • 1st European Fund of Funds entirely managed with automated strategies