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
- 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
- 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
More efficient
Investible universe
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
Tailored solution for ESG assessment and risk monitoring
Evalueserve's products and services help portfolio management teams identify key opportunities and risks more efficiently at the issuer level. This streamlined data can increase team efficiency and allow for a larger universe of approved investible names. This, in turn, can allow portfolio managers to be more nimble, potentially leading to reducing risk.
With increasing ESG regulations, we help ensure that client’s data is organized and can meet the necessary regional disclosure requirements. This not only help minimize regulatory fines but also reduces reputational risk and increases stakeholder and client confidence.
Controversy monitoring
Timely data, curated to the portfolio manager’s investment philosophy, is essential for identifying red flags and can ultimately be used as a tool for portfolio risk management. Evalueserve’s approach assesses the Connection a company has on a controversy, the Action they are taking, the Severity of the issue and Exposure (C.A.S.E.). The C.A.S.E framework gives control over the quantity of assessments and the flexibility to customize the output to reduce confusion by either keeping the raw data or converting it into an aggregated metric. The AI algorithm combs over 10,000+ data sources and analyses over 230+ ESG risk indicators across the E, S, and G dimensions, including 23 themes and 40 sub-themes.
Greenwashing assessment
Assess Greenwashing in corporate commitment and claims for a portfolio company. Evalueserve’s C.A.R.T framework assesses the Clarity a company has on its ESG commitment, the Accuracy of the statements made, the Relevance of the issues covered, and Transparency of reporting (C.A.R.T.) The AI algorithm combs through corporate commitments in news reporting and sustainability reporting across the E, S, and G dimensions.
Business & Product involvement screening
Evalueserve’s baseline Business & Product Involvement framework gives client’s flexibility and scalability to quickly and clearly understand whether companies in their target universe have involvement in an activity of interest and how much there is. This baseline B&P Involvement methodology has 5 B&P categories, 29 practices and over 60+ involvement categories.
Related Resources
Optimize Your Outcomes
Asset Managers Gear Up to Tackle Greenwashing Amid Increased Regulatory Scrutiny
ESG-focused asset management (AM) firms are facing increased regulatory pressure and scrutiny to prioritize and tackle “greenwashing”. The term greenwashing is generally used to represent the practice of identifying a business as more ‘sustainable,’ ‘green,’ ‘low-carbon,’ and ‘planet-friendly,’ when, in truth, an entity may be either creating a false impression.
ESG Specific Fund in Europe
A US-based investment management firm wanted to launch ESG funds for investors in Europe. It onboarded Evalueserve as a strategic partner to provide in-depth reviews of its target companies’ E, S, and G performance.
Sustainably Solving ESG Data Value Chain Challenges for Financial Institutions
One of the biggest challenges in ESG reporting according to investors is the lack of transparent and consistent data. It is important to understand and distinguish the challenges across the ESG data and insights value chain and then follow a piecemeal approach to address each of them. In this article, we will explore the three levels of the ESG data value chain and address these challenges and how to meet them.
Assessment and Tracking of Environmental, Social, and Governance (ESG) Portfolio Companies for a Large Asset Manager
Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.
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