ESG Solutions for Asset and Wealth Management Firms

Sustainability Solutions

Supporting asset and wealth managers across different stages of the ESG journey.

Environmental, Sustainability, Governance

ESG intelligence powered by an AI-enabled platform, custom analyses, and deep domain expertise

Evalueserve’s ESG Intelligence Program provides tailored solutions to asset and wealth management clients. These solutions equip ESG asset managers with custom ESG research, which allows for the curation of ESG data specific to an asset manager’s investment philosophy, process, and reporting needs. Our solutions enabled our clients to create significant efficiencies in the integration of financial and non-financial metrics and ultimately portfolio construction.

Evalueserve’s scalable AI-driven technology solution helps asset managers identify key opportunities and risks (basis client’s methodology) more efficiently at an issuer level. The solution also helps asset managers stay abreast of the latest innovations, controversies, M&A, hires, regulations, trends, opportunities, and risks in ESG.

We offer a hybrid approach to dedicated ESG intelligence which includes our AI-enabled digital solution, Insightsfirst Controversy Radar for ESG, and Domain Experts.

  • Centralize ESG intelligence (news, sustainability reports, KPIs, benchmarking) to create 360° view of portfolio
  • AI-enabled platform which is powered by sustainability-specific AI-engines to support client custom framework or Evalueserve proprietary ESG frameworks for ESG taxonomy, controversy assessment, greenwashing analysis
  • Easy collaboration across teams to ensure faster time-to-market
  • ESG experts provide additional intelligence to conduct impact assessment on controversies and risks
  • In addition, domain experts engage with client for deep dive custom ESG research
Insightsfirst Opportunity Radar for ESG
  • Leverages AI/NLP to identify ESG opportunities and controversies from over 200,000 sources
  • Real-time monitoring of global companies using client specific taxonomy and criteria
  • Tags all identified opportunities to different ESG dimensions, topics, geographies etc.
  • Mitigate risk exposure with controversies radar
Knowledge Solutions via Domain Experts
  • Exclusion screening and thematic research
  • Tailor-made ESG assessment and due diligence
  • Competitive benchmarking through standard or custom ESG features
  • Scoring models for private and public companies
  • Proprietary frameworks for controversies, business conduct, and assessments

Our Advantage

Measurable Business Benefits

0 %

More efficient

0 X

Investible universe

0 %

Cost savings

ESG Differentiators

  • 190+ SMEs and SAs
  • SASB and CFA aligned inhouse trainings
  • 15+ years doing ESG research and analysis
  • Over 25K ESG assessments conducted across 120+ KPIs
  • Proprietary frameworks for controversies, business conduct & company assessments

Our Capabilities

Overview of ESG Solutions for Asset and Wealth Management Firms

Reference Case

Assessment and Tracking of Environmental, Social, and Governance (ESG) Portfolio Companies for a Large Asset Manager

A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.

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