Integrated Information. Individual Preferences.
The ESG Data Analytics application is a cloud-based application that mass-customizes investment portfolios to clients’ individual ESG factor preferences. The application’s rigorous data governance and peer behavior feedback loops guide the user’s selection of ESG factors to construct custom investment portfolios. Through peer behavior feedback loops, the ESG Data Analytics app helps support the definition of ESG industry standards across investor types. As a part of an open ecosystem of complementary solutions and designed for ESG investment portfolio managers, research analysts, financial advisors, client reporting teams, securities borrowers, and lenders, the application solves for three key client needs—customization, standardization, and demonstrability.