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.
Environmental, social, and governance issues in businesses are always interlinked. Policymakers, investors, and other key stakeholders have started to realize the growing importance of ESG fund ratings since it’s one of the best ways to protect a business from risks in the future.
All types of investors want to incorporate sustainability principles into their investment choices, with the generational wealth shift to millennials accelerating demand. Consumers want to purchase products from businesses that share the same values as them, whether it involves empowering women, addressing social issues, or protecting the environment.
To help their clients retain and grow AUM, reporting and analytics platforms that serve the investment and advisory community must integrate ESG research and ratings into platform workflows. OWL ESG allows platforms to provide ESG sustainability ratings that cover mutual funds, ETFs, and individual securities, to meet the demand to incorporate sustainability into investment decisions.
ESG ratings can help fund managers and individual investors develop greater investment strategies by gaining a deeper understanding of potential risks to a business’s performance when it comes to sustainability.
Get in touch with us to find out more about our ESG investing solutions!
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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