Funds Intelligence: Fund transparency, simplified

Funds Intelligence is Integrum ESG’s transparency and analytics suite built for asset managers, fund selectors and wealth advisers who need reliable ESG insight across portfolios. It connects fund holdings, ESG risk scoring and climate metrics in a single verified framework. Firms use it to strengthen oversight, simplify disclosure and deliver clearer ESG reporting to end investors.

The platform covers more than 250,000 global funds. Fund-level information is refreshed every month, while data on underlying holdings are updated every ten days. This cadence ensures timely visibility of changes in composition, disclosure and controversy so both research and client-facing teams work from the same current dataset.

Look-through analysis reveals every underlying issuer, sector and sovereign exposure within each fund. Users can see exactly what drives scores, verify sustainability labels and detect overlap or concentration risk across mandates. For wealth advisers, this transparency enables informed conversations with clients about what they truly own.

Scores are derived from transparent company-level inputs aggregated through an auditable process. Calculations follow consistent logic aligned with ISSB, SASB and TCFD standards. All inputs, weightings and methodologies are visible, giving analysts and advisers the ability to explain and evidence results confidently.

Funds Intelligence provides emissions data, carbon intensity, financed-emissions estimates and implied temperature rise to measure Paris alignment. These analytics are compatible with TCFD and SDR reporting. Wealth teams use them to communicate portfolio climate exposure clearly in client statements and sustainability reports.