ESG & Active Ownership

Integrate ESG and stewardship. Scorecards, engagements, climate data, and proxy voting all connected to research and portfolio decisions. Track change over time and explain outcomes to stakeholders.

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Integrating ESG factors into your investment decision-making can be challenging. CalibreRMS helps you to bring disparate ESG data into one place, structure and quantify your own research, and analyse your portfolio position. It can also be a challenge to plan and keep track of your interactions, and stay true to the purpose of your engagements over time. With CalibreRMS, you can plan, record and report on your engagements, to drive meaningful change in your portfolio landscape.

Internal and external ESG research

Build custom scorecards, metrics, commentary, edit logs, and time-series views. Integrate data feeds from your preferred providers.

Engagements & outcomes

Issues, objectives, progress, and results tied to companies and positions.

Leverage AI inside ESG workflows

Calibre intelligence can integrate views and generate insights across sustainability, proxy research and internal team research.

Proxy voting integration

Ballots, advisor recommendations, contentious flags, and decision rationales.

Portfolio lens

Carbon intensity contributors, pass/fail by ESG stage, and stewardship reporting.