the fund’s monthly profile

German translation: monatlich aktualisiertes Fondsprofil

14:19 Feb 19, 2021

English to German translations [PRO]
Bus/Financial - Investment / Securities

English term or phrase: the fund’s monthly profile

Es geht um die Bewertung eines Fonds in Bezug auf ESG-Kriterien:

As part of the management of XXX Polaris Moderate, XXX Asset Management will soon include in the ***fund’s monthly profile*** the following ESG indicators:
The average MSCI rating of the portfolio and its benchmark
The weighted carbon intensity of the fund
A breakdown of the portfolio by ESG score (on a scale from CCC to AAA)
Exposure to fossil fuel reserves (brown part)
Exposure to carbon solutions (green part)

All of these indicators will be calculated on the basis of data provided by MSCI ESG Research. They will be available on the fund’s reporting documents before March 31, 2021.

Kann mir jemand erklären, was genau das ist? Ich hab den Begriff erstmal wörtlich übersetzt ("das monatliche Fondsprofil"), aber ohne zu verstehen, was genau damit gemeint ist.

Olaf Reibedanz KudoZ activity Questions: 10041 (2 open) (5 without valid answers) (115 closed without grading) Answers: 3309 Colombia
Local time: 09:05

German translation:monatlich aktualisiertes Fondsprofil

Explanation:
Ich vermute, dass hier der Aktualisierungsrhythmus des Fondsprofils gemeint ist, dass also z. B. Merkmale, Fondsbestand und andere Details monatlich aktualisiert werden. Siehe z. B. in folgendem Fondsprofil https://russellinvestments.com/ca/funds/prices-and-performan...
Hier steht unter den Reitern „Characteristics“ und „Holdings and Details“ „As of 01/31/2021 Updated monthly“.

Auch auf deutschen Fondsprofilseiten ist unter wichtigen Angaben zur Fondsübersicht und Portfoliostruktur (wie Vermögensallokation, Ratings, Portfoliokennzahlen etc.) häufig „monatlich aktualisiert“ zu lesen, z. B. hier: https://www.franklintempleton.at/privatanleger/produkte/fond...

Selected response from:

B&B FinTrans
Germany
Local time: 16:05

Grading comment

Danke, Holger – ja, das macht Sinn!
4 KudoZ points were awarded for this answer

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monatlich aktualisiertes Fondsprofil

B&B FinTrans

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monatlich aktualisiertes Fondsprofil

B&B FinTrans
Germany
Local time: 16:05
Specializes in field
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German
PRO pts in category: 1032

Grading comment

Danke, Holger – ja, das macht Sinn!

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German translation: monatlich aktualisiertes Fondsprofil

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