Capture ESG With Scorecards and Workbench

Capture, track and bring together all your qualitative ESG company interactions and research

The Top 3 Analyst ESG Problems:

  1. Tracking ESG meetings, company interactions and ESG issues

  2. Capturing rich qualitative data that is also flexible to the team process

  3. Bringing all ESG interactions and research into the analyst workflow and valuation process


How Scorecards and Analyst Workbench helps

#1 Track your ESG interactions

  ESG scorecards, ESG specific meetings and interactions tracked from any device

ESG scorecards, ESG specific meetings and interactions tracked from any device

Easily track all your ESG specific company meetings, research and interactions

A real-time pulse on all the ESG factors impacting your company, available from any device, anywhere

All scorecards and note templates are fully customisable to reflect your teams’ unique ESG workflow

#2 Capture ESG interactions and factors on the road

  View, capture, update and track all your ESG research on the road from any device

View, capture, update and track all your ESG research on the road from any device

Capture rich qualitative insights wherever you need to

ESG Scorecards and Note Templates captures and records rich qualitative insights in a systematic way:

  • ESG specific company meetings

  • Qualitative & quantitative ESG factors

  • Internal and external ESG research

  • Proxy voting decisions and analysis

Any interaction can be captured and tracked using our fully customisable Note Templates

#3 Bring it all together with custom

ESG Analyst Workbenches

  From a concise snapshot of your ESG interactions to a deep dive, the ESG Analyst Workbench is configurable to how your team works

From a concise snapshot of your ESG interactions to a deep dive, the ESG Analyst Workbench is configurable to how your team works

Bring all your qualitative & quantitative research together like never before and see the full picture

Configurable snippets and layouts give a holistic view of all your ESG interactions, scorecards, factors and research from across the system

Build and validate rich ESG research workflows with a custom ESG Analyst Workbench

 

Fully customisable to your team

ESG scorecards, company note templates, research templates, interactions and ESG Analyst Workbenches are all fully configurable to reflect your teams’ process

 

Our ESG tools and solutions are just the beginning

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Calibre RMS has extensive tools to help analysts and portfolio managers across the entire research and analysis workflow

Contact us to explore what is possible

 
 

About Calibre

More than $110Bn is Actively Managed Using Calibre RMS

Calibre RMS has been developed through extensive consultation with the active asset management industry and Calibre's global clients that actively manage more than $110Bn in FUM.

Calibre RMS is a comprehensive suite of tools, purpose-built for institutional asset managers.


Contact us

To learn about how Calibre can help you, please contact our Sydney office

email us at solutions@calibreft.com.au

call us on +61 2 8319 9462

or via the form below

 
 

Why Calibre?

At Calibre we have been helping asset managers with their research and investment processes for almost 20 years. Our expertise is used and trusted by top-tier fund managers because we are a proven solution that they have worked with over time.