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
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Conduct RFP process on business topics
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Validate data to be proceed by the solution (data preparation)
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Formalize digital ambitions & business needs
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Detect relevant business use-cases for specific technology
- Lead ideation workshops to define pain points and needs
DURING PROJECT: End-to-end project delivery
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Ensure global project management with key stakeholders
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Design business requirements and adaptive services
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Review operating model with new solution and business
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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
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Ensure change management plan roll-out with users and management
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Conduct data visualization project to add reporting capabilities
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Promote the project through a dedicated communication plan
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Formalize KPI and build project business case
- Identify new project opportunities (same client with other departments