Use Case: Portfolio Monitoring

ESG performance: How investors assess long-term value

ESG performance: How investors assess long-term value

More and more institutional investors and asset managers are integrating ESG performance into their financial decisions. A recent survey found that 80% of investors believe that ESG impacts the financial performance of investments, 61% see it as a means to reduce portfolio volatility, and 78% agree it helps minimize tail risks.  For modern investors, ESG […]

Top solutions powering sustainable investing today

Top solutions powering sustainable investing today

Sustainable investing is now a defining trend in global finance. Institutional investors, asset managers, and advisors are under growing pressure from clients, regulators, and shareholders to align portfolios with environmental, social, and governance (ESG) principles. The momentum is real. The global ESG investing market is projected to grow from $39 trillion in 2025 to $125 […]

Why ESG stewardship matters for climate resilience

Why ESG stewardship matters for climate resilience

After the initial ESG hype in the world of finance was followed by ESG backlash and accusations of greenwashing, what matters in the world of sustainable finance now is rigorous, sustained action. Investors are under growing pressure to prove that they’re walking the talk on ESG (environmental, social, and governance) performance. Enter: ESG stewardship. ESG […]

Business is booming for ESG auditors. Can they keep up?

Business is booming for ESG auditors. Can they keep up?

As ESG disclosures move from voluntary to mandatory, the role of the ESG auditor is now in the spotlight. Companies that provide ESG auditing and assurance services are no doubt seeing more client requests than ever before, but can they keep up with the demand? Faced with assessing compliance across a broad array of concerns […]

Stewardship teams don’t have the ESG data they need to make an impact — here’s why

Stewardship teams don’t have the ESG data they need to make an impact — here’s why

In today’s investment landscape, ESG stewardship is a key priority. In theory, evaluating ESG performance and engaging companies to improve should be straightforward, but most investment stewardship teams are facing major obstacles, many of which lead back to a single problem: getting the right data. The right data is a critical guide for stewardship teams […]

The Investment Case for Climate Opportunities

The Investment Case for Climate Opportunities Abstract concrete geometric structure background.

While asset managers are in the business of growing their clients’ wealth, they’re also increasingly being asked to support climate goals. On paper these two objectives may appear at odds with one another, but in practice there’s plenty of overlap between them. Investing in climate opportunities can yield healthy financial returns and power the low-carbon […]

How to Use TCFD to Build Investor Confidence

How to Use TCFD to Build Investor Confidence

Climate change is rapidly rising on the agenda of major investors around the world. Pension funds, asset managers and other major capital allocators have recognized the financial materiality of the risks and opportunities associated with the transition to a net-zero economy and the physical impacts of a warming world. For investors, these financial impacts manifest […]

How to Get Engagement from your Team Before Buying Software

How to Get Engagement from your Team Before Buying Software team in meeting discussing new software

1. Get leadership buy-in. When companies decide to purchase software and deploy it effectively there is alignment at the top. Sponsorship from the most senior levels when rolling out enterprise software is absolutely critical. Senior leadership alignment and endorsement of new initiatives, tying in objectives where possible, creates the strongest backing for an enterprise software […]

Beyond PRI: How to Identify Climate Leaders

Beyond PRI: How to Identify Climate Leaders A report on a blue background

Your investment manager is a PRI signatory, but do they understand climate change? If asset owners want to ensure their investments are climate resilient, having managers who are Principles for Responsible Investment (PRI) signatories is a good start but it’s not enough. Forward-looking asset owners are doing more on climate change—here’s how you can identify […]