HMG FINANCE

Use Case ESG analysis & SFDR reporting

Key Point:

HMG had an internal ESG analysis model, but was faced with too little coverage of small issuers to be able to integrate E and S criteria simultaneously in addition to G.

Description:

  • HMG Finance is an independent French asset management company founded in 1991, with assets under management of €500 million; it specialises in small and mid caps as well as value stocks.
  • HMG Finance manages four main portfolios with a management universe of two thousand issuers.

 

 “I am delighted with the support offered by Scaled Risk, from understanding my needs to automating them and helping me choose my data provider. I can now focus on my ESG analysis and create my SFDR reports in a few clicks.”

Adrian Girault

CSR Analyst, HMG Finance

Learn more about the ESG platform ?