How we measure the impact of your investments
Investors increasingly want to quantify the impact their holdings have on society and the environment. This is how we measure both the benefits and costs.
We want to understand the impact that our investments have on people and the planet.
Our award winning impact measurement tool, SustainEx, allows us to quantify the costs that companies would face if their negative impacts were priced, or the boost if the benefits were recognised financially.
It gives investors the choice to measure and manage the impact of their investments – and ultimately to invest in a way that aligns with their values.
This document sets out in detail, and with worked examples, exactly how SustainEx works to quantify that impact.
Issued in the Channel Islands by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroders (C.I.) Limited, licensed and regulated by the Guernsey Financial Services Commission for banking and investment business; and regulated by the Jersey Financial Services Commission. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.