Who We Serve - OWL ESG

DEMAND for ESG information & insights continues to expand

ESG is now an integral component of the investment process, not a separate activity or after-thought. OWL ESG’s data and analytics solutions are purposely built to provide the actionable insight clients need to achieve sustainability goals.

OWL ESG provides solutions for:

Asset Managers
Asset Owners
Wealth/Investment Advisors & Brokerage Firms
Investment Product Issuers
Fintech Platforms
Corporates

Asset Managers

How can you assess ESG risk exposures, respond confidently to sustainable investment mandates, and embed each client’s ESG priorities in security- and portfolio-level decisions?

Incorporate consensus-based ESG scores and/or raw data into your investment processes.
Identify all types of ESG risks across global markets, for all accounts and funds.
Evaluate alpha-generating potential of sustainability-oriented investment strategies.
Access data and analytics to satisfy disclosure mandates (SFDR, EU Taxonomy, etc.).

Asset Owners

Do you know that your investment mix is truly consistent with your ESG priorities, and do you understand your exposures to ESG-related risks?

Monitor asset managers for “greenwashing”, or for taking on unacceptable ESG risks.
Use our detailed, objective data to show how you are meeting sustainability mandates.
Screen exposures across managers for sub-categories of ESG (carbon emissions, etc.).
Rely on a SaaS solution to avoid managing mountains of ESG data.

Wealth/Investment Advisors & Brokerage Firms

Are you responding to clients’ growing interest in ESG in a way that is personal, scalable, and truly adds value?

Retain clients (and their heirs) and convert prospects into clients by demonstrating that you care about their ESG priorities.
Construct portfolios with mutual funds, ETFs, stocks, and/or bonds that reflects that reflect each client’s ESG values and goals.
Optimize ESG risks by category across each client’s investments while preserving the desired structure and exposures of the entire portfolio.
Make ESG understandable and “user-friendly”, for your clients and for your firm’s advisors/brokers.

Investment Product Issuers

How do you develop innovative sustainable investment products that meet market needs , and stand out in an increasingly competitive field?

Use consensus-based scores and/or raw ESG data to design new investment vehicles.
Rely on our global coverage to find the mix of securities that deliver a specific ESG profile.
Create index (and other rules-based) investment strategies to meet specific investor demand for ESG funds and products.
Manage and report on fund-level ESG metrics satisfy disclosure mandates (SFDR, EU Taxonomy, etc.).

Fintech Platforms

Have you made it easy for your clients to use ESG data on your platform, and incorporate ESG-based insights into the ways they use the platform to serve their clients?

Give clients easy access to ESG data and analyses, fully integrated within your platform.
Define value-added tiered services that offer different levels of ESG capabilities.
Leverage turnkey solutions that avoid the hassles of onboarding and maintaining datasets.
Make ESG/sustainable investing data more “user-friendly” and affordable for your clients.

Corporates

Do your company’s ESG ratings from various vendors make sense, and do you know which of the sub-categories that comprise the top-level rating are your strengths and weak spots?

Understand the “why” behind your firm’s ESG ratings – standalone and compared to peers.
Determine your firm’s E, S, and G strongpoints and leverage those insights with stakeholders.
Uncover ESG vulnerabilities and identify where meaningful improvements could be made.
Set targets to improve your firm’s ESG ratings in ways that will appeal to investors.

Testimonials

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 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

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

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

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.

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.

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