ESG RATINGS

Overview



CareEdge Global issues ESG ratings that provide evaluations of an issuer or security based on their ESG profile and how well they manage ESG risks through disclosures, policies, and performance. This assessment covers more than 24 themes and over 360 indicators. Ratings are determined by selecting and evaluating relevant themes and indicators based on materiality principles.

Benefits:

  • Increases customer confidence in a company regarding the seriousness of the company towards a sustainability-based business approach.

  • Investors benefit as ESG assessment highlights the non-financial risks & opportunities that are typically not captured in the traditional financial statement analysis.

  • It helps investors to identify companies that align with their values, mitigate risks, and potentially generate sustainable long-term returns.

Sustainability – Second Party Opinion (SPO):

CareEdge Global will act as an independent provider of Second Party Opinions (SPOs). Our assessment reports offer a comprehensive evaluation of an issuer's green bond framework or sustainability bond framework. We provide clear insights that help stakeholders understand the alignment of these frameworks with industry standards and sustainability goals, fostering transparency and confidence in sustainable investment decisions.

Monitoring the use of ESG proceeds: We specialize in assessing sustainable financing initiatives where funds are earmarked for environmental or social projects. Our Second Party Opinions (SPOs) cover three distinct categories: green, social, and sustainability. Each opinion meticulously evaluates the use of proceeds to ensure they align with industry standards and promote transparency. These assessments not only validate the issuer's commitment to sustainable practices but also provide clarity and confidence to investors and stakeholders seeking to support impactful projects.

Sustainability-Linked Financing: We assess sustainable financing arrangements where funds are allocated for general corporate purposes. These financing structures include specific, measurable key performance indicators (KPIs) that are forward-looking and tied to sustainability objectives. Our evaluations rigorously assess the alignment of these KPIs with industry standards such as the ICMA’s Sustainability-Linked Bond Principles and/or LMA’s Sustainability-Linked Loan Principles. This approach ensures that issuers are accountable for achieving sustainability targets, promoting transparency and credibility in sustainable finance initiatives.