Custom coverage
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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.
Typical coverage targets by fund type include:
SFDR Article 9 funds
100%
Equity funds that integrate impact/ESG considerations
95%
Fixed income funds that integrate impact/ESG considerations
85%
For more information on custom coverage, contact your Upright Sales Representative or Customer Success Manager.