ESG 3Pillar Investment Screening Software

ESG 3Pillar Investment Screening software inputs metric data from popular source systems and trade data from organisations' internal systems; performs screening calculations using customised rules and metric information; and generates reports once calculations are done.

Data Integration

Ability to integrate ESG data from public source data and trade data from organisations' internal systems.

ESG 3Pillar Investment Screening Software can extract metric data from, but not limited to, the following sources: Bloomberg, Refinitiv Asset4, Refinitiv WorldScope, MSCI and Sustainalytics; and trade data for portfolios, indexes and securities from organisations' internal systems.

Screening Engine

Capability to create customised and complex rules for metrics and generate screening results in a timely fashion as part of the investment screening process.

There is no limit of screening calculations that ESG 3Pillar Investment Screening Software can not do. The screening engine, which is the crucial part of the holistic system of ESG 3Pillar Investment Screening Software, processes flexible screening formulas and produces results as and when calculations are completed.

Data Reporting

Summaries of screening results and source data can be generated as per user's request.

ESG 3Pillar Investment Screening Software provides report generation for all data the system manages.

ESG 3Pillar Investment Screening is Different

Whether it is screening to certify if porfolio positions meet ESG metric standards or analysis prepping of ESG metric data for investment decisions, ESG 3Pillar Investment Screening Software offers unique value to our customers.

  • 01 Data Agnostic

    ESG 3Pillar Investment Screening takes data from multiple data sources without dependencies from any specific system. Metric data input can be sourced from, but not limited to, Bloomberg, Refinitiv Asset4, Refinitiv WorldScope, MSCI and Sustainalytics. Trade data including portfolios, positions, securities and indexes can be imported from organisations' internal systems.

  • ESG 3Pillar Investment Screening software enables organisations to centralise ESG data in a seamless end to end flow from source systems for trade data and metric data to flexible rules, metric and screening calculations.

  • ESG 3Pillar Investment Screening simplifies and makes ESG screening process to be as easy as ABC. Simply create rules of metric data and choose the portfolios, indexes and securities of your choice to obtain screening calculation results.

 

ESG 3Pillar Investment Screening Resources

Forefront Future ESG 3Pillar Data Management Investment Screening

ESG 3Pillar Investment Screening Brochure

Request Demo

Our enthusiastic team is extremely eager to show you a demo of how our software can support your business.

Contact Us

For information on how to request a demo or if you would like more information about our company and software, please do not hesitate to contact us using the following details.

Telephone:

+44 (0)20 3488 8609