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 at the portfolio, account, and strategy levels to be consistent with product ESG disclosures. 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.