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.
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!