How does ESG flow through your investments? 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.
ESGflow provides an ESG governance center so that consistent policies can be set across the firm.
The first step is to integrate with internal ESG data or a third-party ESG data provider. ESGflow consumes this data and applies the weighted investment ESG metrics across funds and portfolio managers.
ESG target thresholds are configured as policies inside the ESG Governance Center. Alerts and reports are generated as fund characteristics shift through market volatility, the release of updated company sustainability reports, or changes made to internal positions.
ESGflow comes with the ESG Scenario Simulator, which provides ESG scenario analysis for managers to simulate the effect of portfolio changes on ESG metrics. Apply automated AI based rebalancing strategies. The output of the ESG Scenario Simulator can be used to create rebalancing data instructions for order management systems.
ESGflow integrates with operations platform components including OMS and PMS