ESGflow

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.

About ESGflow

ESGflow logo

ESGflow is our enterprise product offering to monitor and manage the ESG qualities of financial products.

  • Merge market data and third-party ESG research with fund positions to compute real-time ESG and sustainability metrics.  
  • Use the ESG Scenario Simulator for insightful ESG scenario analysis that informs and validates rebalancing strategies.
  • Generate alerts and dashboard drill-down reports to surface the influence of underlying investments on composite ESG metrics at the portfolio, account, and strategy levels.

Screenshot of fund-level exposures to ESG metrics.

How It Works

Diagram illustrating a typical ESG reporting, analysis, and rebalancing workflow using ESGflow.

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.

ESGflow Platform Integration

ESGflow integrates with operations platform components including OMS and PMS

  • ESGflow Governance Policies establish firm-wide transparent and consistent ESG accounting of investment activity.
  • As sustainability and ESG data metrics continue to evolve, some data sources may be unavailable or incomplete. This is why ESGflow allows sparse data strategies, such as sector based weighting, to account for missing data. Additionally, custom rules can be implemented to account for complex products such as mortgage backed securities.

  • ESGflow supports REST output to facilitate integration with marketing and news channels. Fund ESG metrics can be dynamically updated on website Fund disclosures.

Demo

Contact us for a demo of ESGflow, and to understand how PiSrc can help your organization to meeting its stated ESG objectives and comply with emerging regulations for ESG disclosure.