Best digital sustainable Pillar 3 of 2021 ApprenticeCitizen.com

	B	C	D	E	F	H
1
2	Company	Descartes	Finpension	Frankly	Viac	Legend
3	Product name	OLZ 100	Sustainable Equity 100	Opportunity	Sustainable 100	All data based on factsheets of March 31, 2021
4	Type	Bank	Bank	Bank	Bank	See https://apprenticecitizen.com/posts/best_digital_pillar_3_switzerland_2021/
5	Minimum yrl pmt	CHF 0.00	CHF 0.00	CHF 0.00	CHF 0.00
6	Sustainability rating	A	A	BB	A
7	Sustainability score	65%	71%	33%	68%
8	Fraction equity	100%	100%	95%	100%
9	Total Expense Rate	0.80%	0.44%	0.46% + ?	0.57%
10	Performance (annual.)	4.80%	6.63%	NaN	8%
11	Performance period [years]	7.32	3.66	0.31	5.62
12	Comments	Great support	Founded 2020 Still developing products	Hidden fees not quantified. ESG "laggard-out". Their self-rating is 83%, unexplained.	Fees = 0.52% + 0.05%. Includes small insurance perk.
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100