Transforming ESG Journeys of Asset 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