All types of investors want to incorporate sustainability principles into their investment choices, with the generational wealth shift to millennials accelerating demand. To help their clients retain and grow AUM, reporting and analytics platforms that serve the investment and advisory community must integrate ESG analysis and reporting into platform workflows. OWL ESG allows platforms to provide ESG analyses that cover mutual funds, ETFs, and individual securities, to meet the demand to incorporate sustainability into investment decisions.
To be truly useful, fintech providers must integrate ESG data into their clients’ workflow in a way that provides portfolio-level insights that reflect the end clients’ ESG preferences.
Transform ESG reporting from a separate, time-consuming task into an integral part of how financial advisors, wealth managers, and asset managers use an investment platform to analyze portfolios.
Allow platform users to quickly assess ESG exposures and impacts for their client’s entire portfolio – across mutual funds, ETFs, and individual securities – using OWL’s “wisdom of the crowd” Consensus Scores and Principals-Based Screens.
Compare ESG exposures across selected funds using OWL’s ESG Peer Group Percentile Rankings to make the best choice among alternatives, based on robust, personalized ESG data.
Identify investments that could improve a portfolio’s ESG profile while preserving the integrity of the portfolio’s structure and risk preferences.
Promote your platform’s ability to give advisors and wealth managers the information they need to thoughtfully respond to their clients questions and preferences about ESG.
How Can We Help?
We work with all types of investment firms, corporations and fintech platforms around the world. Find out how OWL can meet your need for ESG data and analytics today.
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