OWL ESG Fund Ratings

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.

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Testimonials

OWL’s unique approach to aggregating ESG data results in quality, robust data. This gives us excellent coverage on the global securities in our database and allows us to develop quality ESG products.

Reid Baker CERA, ASA

Vice President, Analytics & Data
FUNDATA

The momentum for ESG & impact investing shows the need for transparency and analytics around this investing trend. OWL ESG is a natural fit, pairing a leading ESG data provider with our solutions to deliver wealth and asset managers timely and actionable ESG analysis on multiple investment vehicles including SMAs. OWL’s ESG metrics compliment Zephyr’s core features and competencies to help clients make better-informed investment decisions.

Chris Volpe

Head of Informa Financial Intelligence
Zephyr

OWL’s big data based consensus ratings and fundamental insights allow us to enhance our ESG investment solutions and ESG research.

Shoichiro Aoyama

Fund Manager, Index Solution Group
Asset Management One Co.,Ltd.

WisdomTree leverages OWL’s data as part of its ESG investment process in seeking to provide ESG ETFs that are truly impactful and sustainable. The dynamic, consensus-based approach to company ratings provided by OWL provides a level of objectivity that can serve as a true differentiator in this fast-changing space.

Ben Wallach

Head of Product Development & Management
WisdomTree Asset Management

Low correlations across leading ESG data providers make OWL’s ‘wisdom of the crowd’ approach essential for normalized ESG factor identification. OWL’s approach, combined with their proven data efficacy and demonstrated ability to execute on their roadmap, drove us to select them as our ESG data partner. Combining OWL’s ESG ratings with our Fiduciary Score® helps advisors meet their fiduciary responsibilities when selecting ESG investments.

John Faustino, AIFA®, PPC®

Head of Broadridge Fi360 Solutions
Broadridge Financial Solutions, Inc.

OWL’s partnership approach to making ESG ratings available for our wealth management customers is truly unique. OWL has understood the unique needs of our customers and helped to deliver the ratings across individual equities and pooled funds which makes the data accessible to our customers.

Marshall Smith, CIPM

Chief Operating Officer
FirstRate

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.

Insights

ESG

MISCONCEPTIONS ABOUT ESG INVESTING

For those who prefer “give it to me straight” over “beat around the bush”, we offer this opener from a recent article about misconceptions about ESG investing, published by GreenBiz: “The market demands ESG discipline, period. Whether you view ESG as the alpha and the omega, an opportunity for capitalism to atone and course correct,

ESG

ESG AND WEALTH MANAGEMENT – TAKING OFF OR STALLED?

ESG investing has spread across institutional asset management, expanding beyond equities to include green corporate and municipal bonds and even private markets. At a minimum, asset managers are expected to measure the E, S and G risk characteristics of their strategies and around the world the bar is being raised in terms of regulatory disclosure

ESG

INNOVATIVE FINANCING TO BOOST CARBON REMOVAL TECH

Nature’s most obvious form of carbon capture – forests – are imperfect in terms of their ability to address the need. They have a limited capacity and take many years to grow. They also carry the inherent risk that fire will release the trapped carbon, destroying the carbon offset potential those trees represented. While we