The project aims to assess the impact potential of financial products labelled Towards Sustainability through the application of the IPAF scoring and rating framework. As an initial phase, the assessment focuses on a subset of 50 labelled financial products, serving as a pilot batch prior to potential larger-scale implementation. The scope covers three categories of investment products: equity funds, fixed income funds, and allocation funds.
The methodology relies on the IPAF framework to evaluate the impact potential of financial products based on the concrete actions implemented by asset managers. The assessment is primarily conducted through desk research carried out by the Sustainable Finance Observatory, drawing on publicly available legal and marketing documentation.
To improve efficiency and ensure data quality, the process is complemented by a structured survey addressed to asset managers prior to the desk research phase. This survey enables asset managers to provide their own IPAF self-assessment, along with supporting evidence, including references to public documentation. This approach helps reduce data collection time and costs while ensuring that the assessment is based on the most relevant and accurate information available.