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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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
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,
Read moreESG 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
Read moreINNOVATIVE 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
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