Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

x

Overview

Acuity Analytics supports asset managers through comprehensive capabilities in ESG research across asset classes, markets and geographies. Our ESG services span the entire investment process value chain from data to research and scores to complex thematic research, integration into existing models, reporting while leveraging cutting-edge technology. We build dedicated teams of sustainability experts who work as a natural extension of our asset manager clients, helping them gain a competitive edge that is flexible, scalable and sustainable. Our offerings are highly bespoke and include support on ESG issuer research, sustainable development goal (SDG) analysis, stewardship research, sustainability reporting, climate scenario analysis, thematic ESG whitepapers, engagement/stewardship, climate transition assessments, biodiversity assessments, sustainable finance assessments, SFDR and EU taxonomy reporting, ESG due diligence, ESG integration into risk models, ESG risk monitoring powered by artificial intelligence (AI) and data sciences. We bring the best practices to all engagement based on the strong exposure to our vast client base.

With more than 15 years of financial marketing experience, Acuity caters to streamline sales support, marketing and reporting operations for close to 100 global asset and wealth managers. We offer a wide range of solutions that span across Business Development, Client Servicing and Digital Marketing to enable business do better, minimize costs, refine operational capabilities while leveraging technology and industry best practices.

Industries We Serve

Think Tanks

Foundations

Stock Exchanges

ESG Services for Asset and Wealth Managers

ESG Services for Asset and Wealth Managers

    Data & Research

    • ESG Research

      • ESG Ratings

      • SDG research

      • SASB materiality assessments

      • KPI tracking

      • Detailed ESG assessments

      • Themes and Pillar scoring

      • Scalable assessment of Portfolio in ESG research

      • Reputation risk assessments

      • Screening

      • Controversy research

      • Greenwashing ratings

      • Double materiality assessments

      • ESG framework development

      • Portfolio greenwashing assessments

      • Fund ESG scoring and rating

      • Industry guides and sector reports

      • Peer Benchmarking

      • Governance research

      • Forensic research

      • ESG scoring of private names

      • Proxy ESG data and shadow ratings

      • Thematic research

      • Thought leadership and whitepapers

      • Market research and newsletters

      • ESG policy research and forecasting

    • Active Ownership

      • Stewardship and proxy voting research

      • Engagement research

      • Proxy voting policies

      • Standardized engagement data templates

      • Proxy Voting data templates

      • Data and information Questionnaires for investee companies

      • Peer and industry benchmarking

      • Value creation levers

      • Data management support – collection, aggregation, synthesis, data basing and dashboarding

      • Administrative support in active ownership

    Integration and Risk Management

    • Sustainable Finance and ESG in Fixed Income

      • ESG scoring of IG/ HY, EMs, Sovereigns, Munis, Securitized, Structured finance securities

      • Green, Social, Sustainable, Blue Bonds, Sustainability-linked bonds

      • ICMA and ESMA based sustainable finance assessments

      • Custom framework development

      • Scalable assessments in sustainable finance

      • ESG Impact measurement

      • Financial impact estimation

      • Portfolio impact metrics

    • Climate change solutions

      • Climate change transition research

      • Climate change maturity assessment

      • Climate change engagement research

      • Climate finance assessments

      • Portfolio emissions estimations (including Scope 3)

      • Net Zero Alignment

      • Portfolio climate risks measurement

      • Portfolio decarbonization pathway development

      • Climate transition pathways support

      • Portfolio climate transition goals tracking

      • Climate Scenario analysis

    • ESG and climate risk modelling

      • Proxy voting integration

      • Specialized model building support

      • ESG-weighted equity research and credit risk views

      • Score based ESG integration

      • Detailed ESG integration into valuation and risk models

      • Climate risk integration

    Reporting

    • Regulatory

      • SFDR Article 6, 8, 9 funds reporting

      • EU Taxonomy reporting

      • Substantial contribution/ DNSH/ social safeguards/PAI

      • Framework based data and reporting support: TCFD, TNFD, UNPRI, NZAM, GRI, UNGC, EETs, SBTi, CSRD, CSDDD

      • ESG and climate strategy development

      • ESG and responsible investment policies development

      • Annual Sustainability report preparation

      • Specialized methodology support

      • Regulatory research

      • Policy research and forecasting

      • ESG awareness and trainings

    • Client reporting

      • Commentary on ESG Integration approach

      • Stewardship efforts and related KPIs

      • Annual stewardship reports

      • Portfolio analytics on KPIs, dashboards and reports

    • Data science and Technology for ESG Research

      • Automated structured and unstructured data extraction

      • ESG/SDG based Sentiment Analysis

      • Interactive dashboards and visualizations

      • Scenario simulations

      • ESG application development

ESG-Driven Sales and Marketing Support to Asset and Wealth Managers

    Business Development

    • RFI/RFP/DDQ Support
    • Consultant Database
    • Seismic Support
    • Competitor analysis

    Client Services

    • Fund presentations
    • Factsheets
    • Investment writing and thought leadership
    • Flyers, brochures, and other client facing materials

    Digital Marketing

    • Web content management
    • Marketing automations
    • Creative services
    • Web analytics and SEO
    • Digital advertising and social media
    • Web design and development
    • Customer relationship management
    • Lead management solutions

ESG Compliance Monitoring for Asset and Wealth Managers

    Robust Testing

    • ESG regulatory implementation
    • Firm’s ESG and exclusion policies
    • ESG frameworks such as checklists & questionnaires
    • Stewardship policy
    • Client or investor disclosures
    • UNPRI submissions
    • ESG committee documents

    Investment Process

    • Paramount emphasis on ESG investment process.
    • Examine pre-screening and due diligence process
    • Analyze risk appetite of ESG funds
    • Identify high ESG risk companies
    • Highlight gaps or findings to Level 2

    ESG Fund Analysis

    • Evaluate offering documents of Article 6, 8, and 9 funds
    • Validate ESG investment targets and ESG ratchet KPIs
    • Review portfolio and country allocations

What Defines Us

Trusted by Sector Leaders – top global asset and wealth managers

Deep rooted ESG research Franchise with 100% transparency and customization

Subject-matter Experts with multiple capabilities around fundamental research, ESG and language support. Continuous upskilling of ESG talent pool

Winners of 2022 (ESG Due Diligence) and runners’ up for 2023

Dedicated Centre of Excellence for providing tailor made cutting-edge research, integration and reporting solutions

Best Outsourcing Provider to Capital Markets

Our Team

Sailaja Devireddy

Senior Director, Head of Financial Marketing Services

View Profile

Achin Bhati

Head of ESG, Director, Investment Research

View Profile

Pedro Armstrong

Managing Director, Head of Business Development, Americas

View Profile

Balaji Ramakrishnan

Managing Director, Head of Business Development, EMEA

View Profile

Connect with Us

Start your transformation Drop us a note. We will take it from here.