SUSTAINIX PORTFOLIO TOOL

The tool visualises the impact of sustainable investing. Easy to use with instant comparison results, investors can see what effect sustainable investment has on performance. The loaded universe covers the FT350, S+P500 and STOXX600. Historical price data runs for 5 years. Results can be exported to excel.

CHOOSE PORTFOLIO

Upload file

INPUT DATA

Select company and holding

SEE RESULT

Compare historical performance

UPLOAD PORTFOLIO

INPUT DATA

COMPANY Shares
Select Weightings
Environment:
Social:
Corporate:

RESULTS

ORIGINAL PORFOLIO

SUSTAINIX PORFOLIO

COMPANY HOLDING WEIGHTED SCORE SECTOR COMPANY HOLDING WEIGHTED SCORE

DYNAMIC CHART (%)

ORIGINAL SUSTAINIX
Daily average return
Daily standard deviation
Annualised sharpe ratio
EXPORT RESULTS