top of page
Walking Down the Stairs


Easily record sustainability risks, including consideration of adverse sustainability impacts, and integrate them into investment decisions


Access an overview of all your ESG research on one screen

Company Workbench S&P SFDR 1.jpg
  • View qualitative and quantitative ESG research from each company anywhere and on any device.

  • Connect ESG scores into company models or your investment process to link insights to investment decisions.

  • Demonstrate your ESG protocols and processes to external stakeholders.

  • Show that you are adhering to regulatory requirements, such as SFDR, to regulatory bodies.

  • Access the full history of your ESG scoring, commentary and assessments.


Set company objectives and then record interactions and engagements against those objectives 

  • Record detailed information about ESG meetings, proxy voting, and any other interactions your team has with each company within your investment universe.

  • Evidence how that interaction impacts the company objective and results in portfolio position changes in an engagement. 


  • Show clients and regulatory bodies you are actively participating and taking responsible investing seriously.



Easily demonstrate your ESG research and decision making

  • Create a staged workflow configured to your unique investment process based on ESG criteria for adding companies to your portfolios.

  • Demonstrate your ESG protocols, engagement and processes to external stakeholders and regulatory bodies.

  • Access an overview of all your ESG notes, scorecards and meetings on one screen in the Company Workbench.

  • Easily configure standardised calculations for portfolio metrics such as Total Carbon Emissions, Carbon Footprint, or Weighted Average Carbon Intensity


  • Create meaningful aggregate charts to view your portfolio exposures by their positive impact towards the achieving each of the 17 UN Sustainable Development Goals.


Capture ESG research and decision making

  • ESG Notes allows you to capture rich, comprehensive details and share quickly within your team.

  • Attach supporting evidence to your ESG notes as well as drag and drop images, tables and data into the note.

ESG note and workbench.gif


Summarise your qualitative and quantitative ESG  information

ESG Scores copy.jpg
  • Capture, track, view and update your ESG research and decisions from any device, without having to open Excel.


20+ years experience in equity research management systems


ISO27001 certified to ensure the security of your data

Development team committed to innovating and providing solutions

Dedicated relationship and implementation managers

Boutique, nimble company adapting to clients' needs

bottom of page