ESG Profiling made simple and reliable
[UNESCO World Heritage: Great Barrier Reef, Australia, 1981]
SOUND ESG PROFILING METHODOLOGY
The digital questionnaire, inspired by renowned personality tests, establishes with great reliability investors’ sustainability profiles. The profiles, based on 10 dimensions covering environment, social and governance aspects, express with precision investors’ ESG preferences and can easily be used by financial professionals for client suitability analysis.
The platform helps wealth managers fully integrate their clients’ personal values and vision of sustainability into the investment process. It helps create sustainable investment strategies focused on what matters most to each client.
It turns future regulatory changes into a unique opportunity to bolster portfolios’ personalization.
The solution can also be proposed in white label or directly integrated into an existing solution via an API.
The database gives sustainability figures on thousands of financial instruments. It covers:
- 9’000 companies worldwide (80% of the world market cap.)
- 2’000 sustainable Funds
- 600 sustainable ETFs
It enables financial advisors to build personalized solutions and to deliver relevant insights.
Sustainable Funds and ETFs
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