ESG Solutions automate the management and analysis of your ESG data, enabling institutional investors and asset managers to reliably and efficiently manage environmental, social, and governance (ESG) standards and restrictions. This helps to comply with client investment guidelines, implement client mandates, and monitor ESG portfolio risks. The solution offers best-of-breed data from multiple sources, accessing various datasets globally to allow for better monitoring and improved operational efficiencies. It facilitates the management of ESG data throughout the investment process and enhances the monitoring of sustainable policies. Key features include the automation of regulatory reporting for PAI Monitoring, TCFD assessment, SFDR disclosures, and the European ESG Template. It also provides ESG risk monitoring, ESG portfolio assessment, and a regulatory reporting service, offering ratings and scores across portfolios and benchmarks, single issuer rating and scoring at the security level, controversial activities monitoring, carbon and climate risk monitoring, exclusion lists monitoring, TCFD monitoring, Paris Agreement alignment monitoring, Principle Adverse Indicators (PAI) monitoring, SFDR 2 Disclosures, Taxonomy Outputs, and the European ESG Template.

Features:

• Multi-source platform covering all asset classes: (equities, fixed income – both govt and corp –, funds, etfs, derivatives…)
• ECPI – proprietary research model: more than 6,600 mother companies (90-95% global market caps)
• S&P Global Trucost: leader in carbon and environmental data and risk analysis
• Morningstar Sustainalytics: largest independent provider of ESG research and ratings
• ESG screening spanning across all analytics: (including and not limited to allocation, performance, risk, fixed income attribution) across portfolios and benchmarks, as well as in relative terms
• Rating and Scores: across the E-S-G pillars and all sub-components
• Custom Controversial Activities Monitoring: (adult content, alcohol, biotechnology and genetically modified organisms, coal, fossil fuels, fracking/shale gas producers, gambling, military, nuclear and biological weapons, tobacco, etc)
• Risks Monitoring: (environment, human rights, child/labour rights, etc) + monitoring severity according to UN GC
• Climate Change Monitoring: across different physical risks, forecast and severity scenarios
• ESG indices: both total and constituent level (we are registered benchmark administrator and are also regulated by FCA in UK)
• User and Workflow Management / Customizable dashboards and reporting capabilities: None
• Embedded Dashboards: inclusive of heatmaps and specific decompositions
• Pre-canned Reporting: (single portfolio, multi portfolios overview, issuer level and peer group analysis etc)
• Regulatory Reporting: (PAI Monitoring, TCFD assessment, SFDR disclosures, European ESG Template, etc)