Datasets

Funds 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 informationDimension totals
Rank
Name
Net impact ratio
Society
Knowledge
Health
Environment
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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

Millennials (b. 1980-99)

Rank
Company
Net impact ratio

Most wanted workforce

Rank
Company
Net impact ratio

Knowledge first value set

Rank
Company
Net impact ratio

Health first value set

Rank
Company
Net impact ratio

Society first value set

Rank
Company
Net impact ratio

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 Upright Project. (2021). Net impact report 2021. https://netimpactreport.com

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.