DatasetsFunds ranked by net impact
This dataset includes a selection of global and US equity funds from Upright’s upcoming Global Fund & Asset Manager Ranking 2021 for asset owners. The upcoming publication includes a ranking of thousands of funds and hundreds of asset managers. All funds have been modelled with the Upright net impact model and ranked based on their net impact.
Investment returns meets net impact ratio
Net impact ratio of the selection of funds in relation to their five-year annual returns (source for fund information: Morningstar).
A selection of global and US equity funds
| General information | Dimension totals | |||||
|---|---|---|---|---|---|---|
Rank | Name | Net impact ratio | Society | Knowledge | Health | Environment |
Best performers through the lenses of different stakeholders
Which funds best serve values and priorities of different stakeholder groups such as asset owners or asset managers? The tables below present the top 10 performers among the selection of 25 funds, when the 19 impact categories are weighted based on optimization criteria set by different types of stakeholders.
Asset owners
Rank | Company | Net impact ratio |
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Millennials (b. 1980-99)
Rank | Company | Net impact ratio |
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Most wanted workforce
Rank | Company | Net impact ratio |
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Knowledge first value set
Rank | Company | Net impact ratio |
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Health first value set
Rank | Company | Net impact ratio |
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Society first value set
Rank | Company | Net impact ratio |
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Using this dataset
All data can be freely downloaded and used for non-commercial purposes in i.a. academia, journalism and other research purposes. If you wish to use the data for commercial purposes,
Citing information (APA):
The data provided is generated by experimental AI technology that is under constant development. It is provided by Upright and possible 3rd party data contributors "as is", without warranty or guarantee of accuracy of any kind, express or implied, including, but not limited to, the implied warranties of mercantability and fitness for a particular purpose.
In no event shall Upright or contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages however caused and on any theory of liability, whether in contract, strict liability, or tort (including neglicence or otherwise) arising in any way out of the use of the data, even if advised of the possibility of such damage. This data is not intended to be used as investment advice.
