ESG Management Tool
Challenge
Institutional firms need to embrace ESG sooner rather than later. This is driven by a 'marked shift' from a traditional shareholder model to a stakeholder model. A lack of uniformity and ESG definitions standardization has led to an explosion of data (providers) with varying ESG rating and ranking methodologies.
Solution
A platform that helps analyze portfolios against ESG metrics. Integrating benchmarking using different ESG scores and indexes. Improving portfolio ESG score by proposing an “alternative portfolio” with minimal changes and also taking into account client preferences. Help easily extract reporting overviews of the recommendation / investment actions for further discussion or approval
What is ESG?
Environmental, social, and governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments. Environmental criteria consider how a company performs as a steward of nature. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates.-Investopedia
