The Fund ID is a rating system that enables investors to make informed decisions by providing an objective assessment of a fund's impact approach and progress over time. The assessment encompasses the core aspects of a fund’s impact and ESG strategy, governance and management processes and reported results.

The output of the BlueMark evaluation is a Fund ID rating and assessment report, which provides a shorthand for both fund managers and investors into funds (ie, asset allocators) to better understand the strengths and gaps in a fund's approach and ongoing performance.

To evaluate how effectively the Fund ID assesses and clarifies the key features of a manager’s approach, BlueMark conducted a pilot programme with a cohort of 37 leading sustainable and impact funds.

In BlueMark's white paper, 'The Fund ID by BlueMark: Introducing a fund-level impact rating' BlueMark shares key learnings from the pilot, which reinforced conviction in the market’s appetite for impact ratings and more importantly, the potential of a rating tool to help drive investment decisions that account for impact.

Publication date: October 2024.

To the extent that anything on this website constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by members and do not endorse any underlying funds.

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