Aggregate holdings, assess fund-level ESG performance, and meet client and regulatory expectations - all in one click.
Analyse ESG performance across single or multi-asset funds. Integrate holdings data, apply weighting, and benchmark against peers or indices with full transparency.
Consolidate thousands of data points into a single view. Generate branded reports instantly for clients, investors, or regulators - with traceability to every underlying company.
Produce reports that align with SFDR, TCFD, and ISSB disclosure standards while remaining clear and actionable for client communications.
Unlock black boxes & uncover the real risks inside your portfolio.
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"Partners Capital believes that authentic ESG integration is necessary to make better investment decisions. We engaged Integrum as one of their primary ESG data suppliers, given the Platform’s focus on transparent, auditable, timely ESG data for both public and private investee companies - delivered by a highly responsive client service team."
Aggregate holdings and metrics across portfolios using verified, up-to-date ESG data.
Apply fund-level weighting to calculate accurate ESG scores and compare performance across portfolios.
Tailor reports for internal, client, or regulatory use - from SFDR and TCFD disclosures to bespoke investor summaries.
Generate export-ready ESG reports directly to Excel or PDF, pre-formatted for distribution or compliance review.
Aggregate, analyse, and report ESG data across your entire fund universe.
