Quantify your ESG intuition with integrated ESG intelligence, alongside all inputs, with configurable dashboards contextualizing all data that drives investment decisions.
Make the most of the intelligence you access – aggregate, analyze, audit and rank in one platform. Search and monitor ESG trends that lead to better outcomes.
Drive ESG investment decision-making
- Audit portfolio ESG metrics, such as Principle Adverse Indicators (PAIs) to surface underlying position impacts.
- Analyze the impact of ESG-related decision-making with a feedback loop.
- Build your own ESG scoring to compare against consensus.
Best-in-class data quality
- Dynamically utilize the data that works best for your team.
- Combine and compare multiple data sets sourced internally (i.e., from Excel, Slack, Teams, note-taking platform) or from any content provider (i.e., MSCI, Sustainalytics, Clarity AI).
- Create robust ESG templates with real-time updates, advanced search capabilities, and AI-generated summaries and auto tagging.
A flexible reporting framework
- Dynamic reporting, such as PAIs that updates on the fly and is configurable across multiple providers.
- Integrate multiple vendors and regulatory reporting templates (SFDR, EET, SDG, etc.) to keep you a step ahead of the requirements.
- Utilize our Research Management System (RMS) to manage qualitative reporting.
Build around your process
- Incorporate ESG directly into your entire investment process, including idea generation, research management, portfolio construction, risk management and performance attribution.
- Ready your ESG research to be more productive and transparent to stakeholders.
- Search and monitor trends in ESG adherence and failures by corporate teams, driving ESG strategy accountability.