ESGflowPiSrc
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VerityESGVerity
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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
Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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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
Asset managers seeking a solution to track engagement and improve their reporting processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPiSrc
United States
www.pisrc.com/products/esgflow
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Company InformationVerity
United States
verityplatform.com/platform/verityesg/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
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Integrations
Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
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