ESG analysis and reporting made simple.
We empower Financial Advisors and Wealth Managers to analyse, build and compare sustainable investment products for their clients.
Construct
Recommend and build portfolios aligned with client values and preferences.
Analyse
Detailed portfolio ESG analytics enabling quantifiable impact measurement.
Compare
Easily understand and demonstrate the ESG impact between different investment proposals.
Report
Communicate ESG better to clients and stakeholders with clear and exportable reports.
One convenient platform
Personalisation and alignment
We break ESG into the EU’s SFDR (Sustainable Finance Disclosure Rules) defined components and enable the client to make an informed decision about the ranking of the input factors.
Demonstrate better value
Simple analysis and reporting enables easier conversations around ESG impact and increases confidence in delivering outcomes.
Become a leader in ESG
94% of consumers think that at least one of the ESG factors were quite essential or very important (EV). Yet only 28% of firms are able to meet clients’ preferences for Principal Adverse Impacts, only 24% of preferences for sustainable investments (Russell Investments).
