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Evaluating portfolio ESG performance against benchmarks
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Enabling comparisons across companies: Introduced an ESG scoring methodology
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Customized analysis using client provided ESG data subscriptions
Client Challenges
- A UK-based global asset manager was short on resources to integrate ESG scores and analytics in its investment process
- Key requirements included conducting research to evaluate ESG performance of companies and comparing against industry performance, developing databases and providing analysis to appraise portfolios’ ESG performance
Our Approach
- ESG checklists
- ESG notes with scoring
- Portfolio ESG performance screening
- Carbon emissions and UNSDGs performance analysis
- Governance performance analysis
Impact Delivered
- Cost-effective management of all the data-related work and short company reports
- Portfolio managers are able to focus on value-added activities
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