ESG Analytics

Integrated Sustainability Insight for Modern Investment Teams

ESG Analytics helps investment teams incorporate sustainability and governance insights directly into their research and portfolio workflows. Instead of treating ESG as a separate reporting exercise or a disconnected dataset, EDS integrates ESG analysis into the core of the investment process—where it can meaningfully inform research, risk evaluation, and long-term decision-making.

Built for fundamental managers, ESG Analytics brings structure, flexibility, and clarity to how teams ingest ESG data, monitor material risks, generate regulatory reporting, and evaluate companies in a broader context. With ESG fully embedded across Nexus, sustainability insight becomes part of the investment conversation rather than an afterthought.

A Connected ESG Workflow from Research to Risk

Integrated ESG Data from Any Provider

Whether teams use third-party ESG datasets, internal sustainability frameworks, or proprietary scoring models, EDS accommodates any source—normalizing data for consistent use across research, portfolio, and risk workflows.

ESG Insight Embedded in Research

Company pages include ESG metrics, controversies, carbon data, board and governance indicators, and sustainability flags. Analysts evaluate financial and ESG fundamentals side by side.

ESG in Portfolio Construction and Risk Management

ESG factors integrate naturally into dashboards and scenario views. Teams can understand sustainability exposures, concentration risks, and shifts in ESG profiles as portfolios evolve.

Regulatory Reporting Made Easier

EDS supports SFDR, PAI, EET, SDG, TCFD, OSFI B-15, and firm-specific reporting frameworks. Sustainability and risk metrics are organized, accessible, and ready for downstream review.

My Company Dashboard

Key Capabilities

Flexible ingestion of ESG datasets from any provider
Company-level ESG dashboards with customizable fields
Portfolio-level ESG views including carbon, controversies, and metrics
Build your own ESG scoring to compare against consensus
Automated sustainability and regulatory reporting
Integration with Research Suite and Risk Suite
ESG overlays on research entries, portfolio holdings, and risk analytics
Configurable ESG scoring, monitoring, and flagging
Full auditability and transparency through Nexus

Why ESG Analytics Matters

ESG Becomes Actionable, Not Siloed

Sustainability insights sit directly within the investment workflow, influencing research, sizing, and risk—not isolated in a separate system.

Better Visibility Into Material Risks

Portfolio managers and analysts quickly identify governance weaknesses, social controversies, or environmental exposures that may affect thesis durability.

Streamlined Compliance and Reporting

Teams reduce the complexity of regulatory reporting by maintaining structured, centralized ESG data.

More Complete Company Understanding

Analysts evaluate companies holistically—combining financial metrics, fundamental insight, and sustainability factors.

Use Cases

Analysts reviewing ESG controversies before updating a thesis
PMs evaluating sustainability risks for a rebalance or position sizing
Teams preparing PAI or SFDR reports for compliance or investor relations
IC discussions that require both financial and ESG perspectives
Firms integrating ESG into research workflows without adding operational burden

Explore the Research Suite

Discover how ESG Analytics connects to the full Research Suite for a complete sustainability and research workflow.

Learn More

See How ESG Analytics Fits Into the Research Suite

Frequently Asked Questions

What ESG data can EDS support?

Any provider—internal or third party—including SFDR, PAI, TCFD and OSFI B-15 frameworks.

How is ESG insight used in the platform?

ESG scores and metrics appear in research dashboards, portfolio views and risk analysis.