The Companies Portal is an online resource for responsible investment professionals, enabling investment managers to successfully align clients' portfolios with their values.
Understand ethical issues, ESG, positive impacts and the UN Sustainable Development Goals
Search and analyse companies and responsible investment funds
Review and analyse data, download client facing reports and build portfolios
Have informed conversations with clients based on their values and preferences
Powerful search tools enable:
All companies are given an ESG score. Scores are broken down to show positive and negative scores for the separate environment, social and governance components. Sector average scores are displayed alongside the company scores to enable comparison with sector peers.
The Environment, Social and Governance data is supported by key performance indicators, and underpinned by detailed research narrative in each area. Company profiles include:
The portal provides reporting tools to enable you to working with your clients, including ethical questionnaire analysis to produce approved/excluded lists of stocks; portfolio uploads and tools to find positive impact stocks.
Use the Companies Portal for direct equity, and the Funds Portal for collective investments.
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