Data Subscription & Fund Creation
The data subscription gives access to all the data collected by Humpact on nearly 500 listed companies in Europe : see our Data box.
This data allows the creation of funds on social issues in Europe covering the topics of job creation in Europe, promotion of decent work and promotion of equality and non-discrimination at work.
It also enables the revitalisation of European equity funds by transforming them into responsible or impact funds.
The data is useful for implementing an investment strategy (definition of exclusion or stock selection rules) and developing adequate reporting.
The subscription includes technical and marketing support from the Humpact team during the design phase and the life of the products.
Pricing : subscription or shared management fee
Portfolio Audit & Impact Measurement
This service is intended for asset owners or asset managers. It permits analysis of the impact of a European equity portfolio on European social issues: job creation, job stability, health & safety, training, remuneration policy, inclusion of young people, inclusion of people with disabilities, and gender equality. Following the analysis, Humpact produces a report on the portfolio’s social contribution.
It can also be used to supplement traditional customer reporting with one-off impact measurements.
An engagement survey consists of carrying out a thematic study (e.g. employment of senior citizens), analysing the contribution of a small number of companies in a portfolio to this theme, engaging in dialogue with them to validate the analysis and setting objectives to improve their contribution over a period of 3 to 5 years.
Humpact undertakes this type of study.
A few words about Data
The subscription gives access to all the data, indicators and scores designed by Humpact. It also allows the follow-up of redundancy plans, controversies and access to company files and interviews.
Each year we collect employment data from nearly 500 listed companies in Europe and identify companies with a social positive impact in Europe through our rating methodology.
The analysis focuses on listed companies in Europe, large caps with more than 1,000 employees. The starting universe is the Eurostoxx600. 95% of the index’s market capitalization is covered, i.e. 460 companies. 50 additional companies considered relevant for asset managers have been added.
To date, our objective is to measure the impact of the rated companies on the following themes: net job creation in Europe, quality of employment provided through stability, health and safety, training and remuneration policy, inclusion of young people, inclusion of people with disabilities (PWD), gender parity and company commitment to the UN SDGs
Each year, we collect the information published in annual reports and sustainability reports in order to construct 40 quantitative indicators and 70 qualitative indicators that allow us to score companies on the themes listed above and to rank them by decreasing impact according to a weighting detailed in the methodology.
Contact with companies
On completion of the data collection, a questionnaire is sent to each company analysed to allow them to modify or add information on any of the themes. This is an opportunity to engage in dialogue and to better understand their strategy and policies.
Analysis of controversies
Each month, we identify new ‘social’ controversies and analyse the impact of each controversy on the rating of the companies concerned. The list of identified controversies is provided to our clients as part of the data subscription.
Access to company files
Each company is the subject of a searchable file.