Monitor ESG Investments



How can we automate the production of relevant ESG performance reports and to better quantify sustainable impact of a portfolio?

 

Requirements

  • Be able to automate reports

ESG performance reporting are generated manually for clients

  • ESG product identification

Difficulty to identify and assess ESG products (scoring, market sentiment, …)

  • Impact assessment

Difficulty to assess the sustainable impact of a fund as ESG benchmark are difficult to establish and firm performance not easily captured

 


Solutions

Miotech

“Artificial Intelligence for ESG data and analytics ”

  • ESG platform to present all ESG data
  • Monitor ESG risks by scanning ESG news
  • Provide ESG reporting in one click
  • Assess ESG performance  against benchmark

Find more about Miotech here.

 

Alpima

“Innovative online data & portfolio management system”

  • Allow to optimize a trade idea in parallel with an assessment of the impact on the portfolio ESG score
  • Compare performances with those of non ESG related strategies
  • Produce in-depth reports on the analysis, attribution and decomposition of performances

Find more about Quantilia here.

 


How Aurexia can help?

 

PRE-PROJECT: préparation of innovative project

  • Conduct RFP process on business topics

  • Validate data to be proceed by the solution (data preparation)

  • Formalize digital ambitions & business needs

  • Detect relevant business use-cases for specific technology

  • Lead ideation workshops to define pain points and needs

 

DURING PROJECT: End-to-end project delivery

  • Ensure global project management with key stakeholders

  • Design business requirements and adaptive services

  • Review operating model with new solution and business

  • Define IT governance with key stakeholders on new solution deployed

  • Promote solution with an awareness plan and change management strategy

 

AFTER PROJECT: Monitoring project success

  • Ensure change management plan roll-out with users and management

  • Conduct data visualization project to add reporting capabilities

  • Promote the project through a dedicated communication plan

  • Formalize KPI and build project business case

  • Identify new project opportunities (same client with other departments

 

Want to know more? Contact us: finlab@aurexia.com