Build tailored ESG portfolios that align precisely with your clients’ values - with unparalleled transparency on every risk that matters, right down to the individual underlying holdings.
Integrum's latest solution Funds Intelligence, utilises our combination of proprietary Artificial Intelligence and specialised Human Intelligence to deliver insight and understanding of material ESG risks that any asset manager or private wealth manager can understand.
Key features of this new solution include:
🌍 New Portfolio Overview
Example of a portfolio loaded onto the Integrum Platform.
The ESG insights you need across your entire Portfolio - all in one place.
🌍 Full Look-Through
Vanguard S&P 500 ETF SFDR classification with full PAI Analysis of all underlying holdings.
On any fund or collective held within your Portfolio, just one click will take you to all of the underlying holdings and their ESG risks.
🌍 One Click Report Generation & Easy Export Functionality
Example of a tear sheet produced with just one click.
With just one click, generate summary reports for your clients - giving them a clear overview of the fund’s ESG characteristics.
🌍 Quality & Breadth of Data
Company level overview with summary of SASB metrics, Governance, Impact & more.
Access the most up-to-date data in the industry—faster than any other provider—covering over 130,000 mutual funds, UCITS & ETFs, 60,000 companies, and every sovereign state.
How can Funds Intelligence support your work? Speak to an Integrum Expert today.
Integrum ESG is an ESG Intelligence company.
We work with a spectrum of investors, across emerging and established asset managers - so you can be confident that this is a solution that will work for you.
