ESGflowPiSrc
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Related Products
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About
While data providers grant ESG metrics at a company level, they do little to integrate with the complexity of underlying investment activity and the real-time impact of market volatility. ESGflow provides insights, sends alerts, and kicks off rebalancing workflows to ensure accurate reporting, strategic ESG alignment, and regulatory compliance. ESGflow is our enterprise product offering to monitor and manage the ESG qualities of financial products. Merge market data and third-party ESG research with fund positions to compute real-time ESG and sustainability metrics. Drill-down tabular views to surface the influence of underlying investments on composite ESG metrics at the portfolio, account, and strategy levels. Establish a quantitative methodology for product ESG and sustainability profiles. Define ESG error and warning event triggers to comply with policies and marketing disclosures. Generate advanced analytics for historical ESG activity across reporting periods.
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About
Map, Measure and Grow your impact on people and the planet. We take out the complexity so you can quantify your results in ESG & impact investing, community programs, and DE&I initiatives. Designed for a broad range of assets, SAMETRICA enables you to measure and grow the environmental and social impact of your investment portfolio. Automate data collection, then leave it to ESGeniusTM, our unique AI engine to translate the activities of your ESG investments into quantifiable metrics. Attract more capital, grow your assets under management and accelerate the impact of your portfolio companies. Increase member loyalty, attract more members, and satisfy compliance reporting requirements (ie: CDFI) by accurately proving the positive impact you’re having in your community with easy data collection and integration, and flexible dashboards and reports. Gain management buy-in, increase the diversity of your workforce.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies interested in a tool to ensure accurate reporting, strategic ESG alignment, and regulatory compliance
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Audience
Companies searching for a solution to manage and improve their workforce and operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPiSrc
United States
www.pisrc.com/products/esgflow
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Company InformationSAMETRICA
Canada
www.sametri.ca
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Categories |
Categories |
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Sustainability Features
Audit Management
Not Supported
Benchmarking
Supported
Compliance Management
Not Supported
Corrective Actions (CAPA)
Not Supported
Emissions Management
Not Supported
Employee Training
Not Supported
Energy Management
Not Supported
Incident Management
Not Supported
KPIs
Supported
Performance Metrics
Supported
Stakeholder Engagement
Supported
Supplier Management
Not Supported
Waste Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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