Yova chooses the companies in your portfolio based on financial, diversification and impact criteria.
- The impact criteria is at the heart of Yova, to make sure that the companies in your portfolio have the best possible impact in the areas that you would like to support. We consider multiple data-points such as Yova's own impact analysis, ESG ratings, sustainability reports, annual reports and certificates.
- The financial criteria are in place to make sure that the stock is traded efficiently. We look for example at the number of daily transactions, market capitalisation, number of analysts observing the stock and stock exchange it is traded on.
- The diversification criteria is set up to make sure that your portfolio is well diversified as a whole. We diversify across countries, currencies, industries, market capitalisation and cyclicality.
If you want to know more on how we choose companies in the different impact topics, we have set up a whitepaper for you: How It Works