Post-Trade, Rules Based Services
- Create a compliance monitoring program that’s aligned to your stated investment objectives and your need to manage specific risk elements
- Detect and promptly address issues and investment breaches
- Access comprehensive reporting to support your compliance process, analyze the activity of investment managers and communicate with stakeholders
CUSTOMIZED
Equity positions in your portfolio are scored based on a scale of zero to one hundred—making it simple to understand and communicate how your portfolio is performing against key sustainability metrics
COMPREHENSIVE
We use an extensive range of security attributes to help construct customized, complex, multi-level guidelines to monitor your investment mandates
ESG INTELLIGENT
Provides the capability to screen your investments against a wide range of Environment, Social and Governance (ESG) criteria covering sensitive business issues