Portfolio Management for ESG

InvestGlass is a digital portfolio management software that helps you make better investment decisions by putting all your Investing information in one place.

More than ESG portfolio

– Get an overview of your ESG progress and performance against goals

– Monitor and report on your carbon footprint

– Analyse the impact of your investments on people and planet

– Compare your performance against peers

– Optimise your portfolio for maximum ESG impact

Proud of Our Loyal and Constantly
Growing Customer Base

InvestGlass helps investors find companies that are committed to sustainability and social responsibility. We provide the portfolio management you need to make informed investment decisions.

ESG Portfolio Management is a company that provides investment management services. They provide comprehensive and integrated portfolio management solutions for institutional investors, asset managers, pension funds, endowments, and foundations. ESG offers sophisticated risk modelling capabilities with the ability to measure the performance of an entire investment mandate across multiple strategies as well as individual assets or sub-portfolios in order to maximize return while managing risk.

ESG investing is a growing trend for investment professionals

Collect any data and onboard investor

InvestGlass Cloud onboarding enables you to collect and onboard any data (both conventional and non-conventional) from any source. Create a thought leadership filling with your clients. The onboarding form will collect sustainable investment preferences. The future client can share with your company their ESG criteria, favourite industry, challenges, and ESG themes. You can add multiple ESG factors and select with a logical All answers are collected into a Swiss CRM with servers based in Switzerland. This is important to protect your investors’ data. The CRM will help you build your own reporting framework and track customers’ expected aims.

Develop risk models and investment process

You can develop any type of risk model – linear, nonlinear or AI- and ML-driven models − with incredible speed and agility. Collect all factors and generate smart analysis for your funds. Integrating ESG into asset management is seamless.

Deploy anywhere

InvestGlass is hosted on a Swiss cloud or on your own server. With InvestGlas you will have one trusted source of truth about the models you have deployed and managing decisions across the enterprise.

Connect your ESG data

Connect to Investglass your ESG strategy, ESG data, collect research and financial performance into one Swiss secured platform. Asset management is made easy things to ready-made integration with dozen data sources. Data quality is provided by thrid party providers and connected to InvestGlass portfolio management tools via an API. AN API is a set of programming instructions and standards for accessing web-based software applications. It is mainly used to integrate the functionality of one application with another or to access data from a third-party application. Some popular ESG data providers are Bloomberg, Thomson Reuters, MSCI, Sustainalytics, ISS, Vigeo Eiris.

Monitor risk models for ESG

Using InvestGlass monitoring capabilities built into the platform, you can keep track of where models are deployed, but also monitor their usage, detect model degradation, trigger redevelopment or recalibration when needed, automate recalibration and more.

Automate decisions for your business growth

InvestGlass ESG platform enables you to deploy automation linked to risk models and set automation flows across the enterprise to automate decisioning. The platform generates automated analyzes and reporting that can be shared with managers and clients.

Environmental social and governance built for modern asset managers

InvestGlass helps investors find companies that are committed to sustainability and social responsibility. We provide the portfolio management you need to make informed investment decisions, so you can invest confidently in companies with strong values and practices. Principles for responsible investment will engage long-term relationships with your providers and investors.

InvestGlass ESG portfolio management evolves frequently to facilitate investment process transparency and updates with new ESG regulations.

Our goal is to help investors identify sustainable investments in order to create a more responsible ESG portfolio. You’ll be able to see how your investments compare against other funds on the market, as well as learn about new opportunities for investment. It’s never been easier or more important than it is now!

Pricing That Suits All

Hosted in Swiss Mountains – Sell faster and smarter with any of our fully customizable CRM, PMS, and Digital onboarding.

Starter

CHF49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Starter

€49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

CHF149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Enterprise

€149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

CHF299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat
Digital

€299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat
Starter

£39

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

£129

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

£249

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat

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