Wealth ManagersEmpower clients to invest with purpose.
Engage in meaningful dialogue with clients about the ESG story behind the holdings, and share auto-generated PDF reports
Are your clients asking about impact investing? Clients expect you to help them with ESG, sustainable or impact investing, and the trend is only growing as wealth transfers to millennial investors. It can be challenging to find high-quality or standards around ESG data, leaving you in a difficult spot between your clients’ wishes and the reality of supporting them. ESG information often doesn’t allow for easy comparisons across industries and regions. Sustainability data is reported by companies on a quarterly or annual basis, not at the speed of real-world events. Worst of all, company self-reporting presents an inherent conflict of interest.
TruValue Labs bridges the gap with reliable, timely, objective ESG scores leveraging artificial intelligence applied to big data sources such as news and NGO reports. The scores are a valuable alternative to opaque ratings derived from company reported information. In fact, you can drill down to the data that produced the scores. You can even create your own custom rankings based on the factors that matter most to you or your clients.
Tell the ESG story for your clients’ holdings. Identify the best and worst-performing companies. See the biggest company moves in scores for key ESG factors, and see why the score moved, with underlying news at hand. Sort your clients’ portfolio of companies by change percentage over various time periods.