ESG Oversight, Analysis and Monitoring
ESG is increasingly becoming a required component across Portfolio Construction, Post-Trade Compliance, Client Service, and Data Governance. While it is critical to understand the intricacies of ESG, it is more important to shape how ESG is used in the larger Investment Management ecosystem and build out systematic tools (and analysis) that can be integrated into the current analyst workbench and client service tooling
ESG is increasingly becoming a required component across Portfolio Construction, Post-Trade Compliance, Client Service, and Data Governance. While it is critical to understand the intricacies of ESG, it is more important to shape how ESG is used in the larger Investment Management ecosystem and build out systematic tools (and analysis) that can be integrated into the current analyst workbench and client service tooling
Key Benefits and Features
- Change Management and Automated Alerts: Automated flagging of changes to ESG to Portfolio Oversight Manager: Connecting ESG Rating of Fund -> Portfolio -> Client
- Portfolio Creation Compliance: Flagging of ESG Concerns at the time of Portfolio / Fund Creation
- Integrated Post-Trade Compliance: As part of the Odysseus roadmap (next 6 months), Odysseus is integrating client data, fund admin, and other back office data / sources.
- Integrated Reporting: Odysseus is already systematically creating Solvency II and other regulatory reports by focusing on ingesting disparate data sources, conceptifying the data, and providing integrated data governance as part of the report generation process.
- Performance Measurement: Overlay ESG on top of the performance measures that are already being ingested, derived, and visualized in Odysseus.
- Building a sustainable, systematic solution: Eliminate Excel-based solutions and databases
Driving impact investing by integrated ESG as an integrated component of investment decisions