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Upright PlatformAbout Upright
  • Welcome
  • 💡Background
    • Why net impact?
    • Related frameworks
    • Open access to Upright data
  • 📊Metrics
    • Net impact
    • UN SDG alignment
    • SFDR Principal Adverse Impacts
    • EU taxonomy
  • 🌍Coverage
    • Off-the-shelf coverage
    • Custom coverage
  • 🧮Methodology
    • Net impact
      • Overview of the Upright net impact model
        • Extraction of causal links from scientific literature
        • Generalization of scientific knowledge
        • Allocation of impact across value chains
        • Estimation of company product mixes
      • Weighting of impacts
        • IOOI analysis -based monetization
        • Market-price-based monetization
        • Opportunity-cost-based monetization
      • Illustrative example in a simplified economy
        • Appendix: Primer in hierarchical Bayesian inference and Poisson-Gamma models
      • Data sources
    • UN SDG alignment
    • SFDR Principal Adverse Impacts
    • EU taxonomy
    • CSRD Double materiality
  • 📅Releases
    • Release cycle
    • Release notes
      • 1.8.0 (04 / 2025)
      • 1.7.0 (11 / 2024)
      • 1.6.0 (09 / 2024)
      • 1.5.0 (06 / 2024)
      • 1.4.0 (03 / 2024)
      • 1.3.0 (12 / 2023)
      • 1.2.0 (09 / 2023)
      • 1.1.0 (06 / 2023)
      • 1.0.0 (04 / 2023)
      • 0.8.0 (03 / 2023)
      • 0.7.100 (01 / 2023)
      • 0.7.0 (12 / 2022)
      • 0.6.0 (10 / 2022)
      • 0.5.0 (06 / 2022)
      • 0.4.0 (03 / 2022)
  • 💻API
    • Authentication
    • API reference
  • 📗Appendix
    • The Upright net impact framework
    • Illustrative example of attribute-only-once
    • Differences of net impact results and company disclosures
    • Indicative guidelines for classifying investments in line with SFDR
      • Example description of DNSH in pre-contractual disclosures
      • Example description of net impact metrics based indicators in pre-contractual disclosures
      • Old Indicative guidelines for SFDR classification using classic scores
    • Upright data notice
    • NFRD status metadata
    • Communicating Upright's data – Corporates
    • Communicating Upright's data – Investors
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  • Typical coverage targets
  • More information

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  1. Coverage

Custom coverage

PreviousOff-the-shelf coverageNextNet impact

Last updated 8 months ago

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Upright provides customers the option to purchase custom coverage to complement Upright's , to ensure that customers' investments are sufficiently covered.

This is especially relevant for PE/VC firms, fixed income funds, and funds with regional focus whose investments may not be (fully) included in the off-the-shelf company or fund coverage.

On-demand modelling

Normally, Upright fills in funds to match their coverage targets after receiving updated holdings data from customers.

Alternatively, Upright can also provide custom coverage on-demand, such that the data is available before the investment decision. Lead time for on-demand modellings is 10 workdays*. Upright analysis team takes the time sensitivity of the investment opportunity into account when prioritising the work, and can in special circumstances deliver results also with an expedited lead time of 1-5 workdays*.

*outside of the Finnish vacation season, i.e. 1.7.-31.7. and 24.12.-1.1.

Typical coverage targets

Typical coverage targets by fund type include:

Fund type
Typical target

SFDR Article 9 funds

100%

Equity funds that integrate impact/ESG considerations

95%

Fixed income funds that integrate impact/ESG considerations

85%

More information

For more information on custom coverage, contact your Upright Sales Representative or Customer Success Manager.

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off-the-shelf coverage