Gain your edge with precise ESG analysis
Almost every investor now considers ESG. See your fund’s exposures to ESG right next to traditional equity factors like Value, Quality and Momentum.
Part of the Style Analytics solution
ESG ANALYTICS: Visualize exposure and risk—all in one place
Access comprehensive ESG analysis at the portfolio, sector, region, and security level. Tap into the unprecedented ability for peer comparisons and identification of ESG risks and portfolio characteristics.
Save time with ESG data aggregation from MSCI, Sustainalytics, TruCost, and ISS.
Reduce ESG risk.Identify problematic and risky ESG investment areas quickly and easily. Full drill-down to the security level allows you to see which individual stocks are responsible.
Evaluate both sustainable and 'red flag' with drill-down to the security level.
See the impact of trading decisions.Create “What-If” portfolio analyses to examine the impact of trading decisions on factor and ESG exposures. Detailed portfolio and security data available.
See the before and after effects of rebalancing the E, S, and G.
Identify your portfolio's carbon footprint.Verify limits on the TCFD-recommended Carbon Intensity metric. Analyze portfolios’ exposures to carbon production, implement low carbon mandates and manage carbon-related risks.
Quantify a portfolio's carbon footprint.
Global Goals for a Better World.MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally. Measure and compare a portfolio's sustainability against the benchmark using MSCI SDG scores. Guide responsible investments with look-through data on 10,000 securities.
Drill down to understand the global alignment of a portfolio and fund of funds.
ACTIONABLE INSIGHTS
Access comprehensive ESG analysis at the portfolio, sector, region, and security level. Tap into the unprecedented ability for peer comparisons and identification of ESG risks and portfolio characteristics.
Save time with ESG data aggregation from MSCI, Sustainalytics, TruCost, and ISS.
RISK ANALYSIS
Reduce ESG risk.Identify problematic and risky ESG investment areas quickly and easily. Full drill-down to the security level allows you to see which individual stocks are responsible.
Evaluate both sustainable and 'red flag' with drill-down to the security level.
WHAT-IF ANALYSIS
See the impact of trading decisions.Create “What-If” portfolio analyses to examine the impact of trading decisions on factor and ESG exposures. Detailed portfolio and security data available.
See the before and after effects of rebalancing the E, S, and G.
CARBON MONITORING
Identify your portfolio's carbon footprint.Verify limits on the TCFD-recommended Carbon Intensity metric. Analyze portfolios’ exposures to carbon production, implement low carbon mandates and manage carbon-related risks.
Quantify a portfolio's carbon footprint.
SDGs
Global Goals for a Better World.MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally. Measure and compare a portfolio's sustainability against the benchmark using MSCI SDG scores. Guide responsible investments with look-through data on 10,000 securities.
Drill down to understand the global alignment of a portfolio and fund of funds.
ESG analysis at the portfolio, sector, region and security level
Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you valuable time aggregating ESG data, exposures and risk of your portfolio. We make it easy for you to perform what-if ESG analyses and visualize your fund’s ESG exposures, including how they compare to the industry benchmark.
Pre-calculated ESG exposures for analysis down to the portfolio, sector, region and security level
Intuitive visualization of ESG exposures via Style Skyline™ for side-by-side comparison along traditional factors
What-if analysis illustrates the before and after effect of rebalancing on E, S, and G
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Demo ESG Analytics
If you have a question or need more info, we would be delighted to speak with you.
Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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