Clarity AI's platform provides comprehensive sustainability analytics including environmental impact assessment, social impact metrics, and governance evaluation. It offers ESG risk scores, climate metrics, SDG alignment, and regulatory reporting tools. The solution leverages AI and machine learning to analyze over 30,000 companies, 220,000 funds, and 400 local governments with 200+ ESG metrics.
Specialized tools for evaluating companies based on ESG criteria, providing scores, ratings, and insights into sustainability performance to support responsible investment strategies.
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Company Coverage Number of companies for which ESG data is available. |
No information available | |
Geographic Coverage Regions or countries included in ESG data datasets. |
No information available | |
Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed. |
The platform covers companies and funds, implying multiple asset types (equity, funds). | |
Historical Data Depth How many years of historical ESG data are accessible. |
No information available | |
Update Frequency How frequently ESG data is updated. |
No information available | |
Private Company Data Availability of ESG data for private/non-listed companies. |
Clarity AI coverage includes private markets as stated in product materials. | |
Sector Coverage Variety of industries and sectors included in the dataset. |
No information available | |
Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change). |
The platform offers SDG alignment and other specialized ESG themes. | |
Controversy Data Inclusion Presence of real-time or historical controversy data. |
Product claims inclusion of controversy and event-driven ESG data. | |
Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
AI/ML engine ingests data from multiple sources for ESG scoring. | |
Data Source Transparency Clarity and detail in sources for ESG data points. |
Clarity AI emphasizes data source transparency throughout their marketing. | |
Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Platform explicitly mentions coverage for small/midcap and less-covered entities. |
Customizable Scoring Ability for users to define or adjust scoring methodologies. |
Users can customize scoring methodologies and weights. | |
Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
Uses recognized scoring standards and is regulatory aligned (SFDR, Taxonomy, etc). | |
Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Platform supports sector-specific weightings based on industry, as per documentation. | |
Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
Documentation emphasizes transparency and explainability of scoring algorithms. | |
Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
Platform supports drill-down into ESG subcomponents and metrics. | |
Rating Scale Granularity Level of detail (number of tiers/grades) in scoring. |
No information available | |
Time-Series Ratings Historical time series of ESG scores/ratings available. |
Supports historical time series of ESG scores and ratings. | |
Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer benchmarking and comparisons available. | |
Override Functionality Ability for users to override the default rating with their own assessment. |
No information available | |
Audit Trail Record of changes made to scores or methodology. |
No information available | |
Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
Research analyst commentary and qualitative analysis available. |
Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
Tracks GHG emissions, carbon footprint, and climate metrics. | |
Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
Performs climate risk analysis at entity and portfolio level. | |
Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Provides energy efficiency, intensity, and consumption measurement. | |
Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
ESG data includes water management and use metrics. | |
Waste Management Assessment of waste generation, recycling, and disposal policies. |
Provides waste generation/management & recycling indicators. | |
Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
No information available | |
Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Tracks publicly disclosed environmental policy commitments. | |
Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
Green revenue tracking mentioned in Clarity AI feature set. | |
ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
Supply chain ESG data included for major companies. | |
Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
SDG alignment is a marketed capability of the solution. |
Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Tracks diversity (gender, minorities) and board diversity. | |
Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
Labor practices: working condition metrics included. | |
Community Engagement Measurement of company initiatives for community health, welfare and education. |
No information available | |
Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
Includes human rights adherence policy assessment. | |
Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
No information available | |
Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
Responsible product metrics (safety, complaints, quality) reported. | |
Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
No information available | |
Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
No information available | |
Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
No information available | |
Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Monitors social controversies and event-driven controversies. |
Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Analyzes board composition, board skills, and independence. | |
Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Exec compensation metrics and pay-for-performance included. | |
Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership transparency: major shareholders, disclosed structure. | |
Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Tracks shareholder rights (voting mechanism etc). | |
Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
Assesses audit quality and risk controls. | |
Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery and corruption policies scored. | |
Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Transparency in corporate governance disclosures included. | |
ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Mentions ESG governance at board/committee level. | |
Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
No information available | |
Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Tracks and monitors governance controversies. |
Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Portfolio scoring/aggregation are core features. | |
Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
Scenario analysis using ESG impact/climate data supported. | |
ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
ESG attribution analysis is supported in reporting tools. | |
Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Portfolio ESG versus benchmark comparisons available. | |
Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Carbon footprint and emissions reporting at portfolio level. | |
Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
Tracks and reports on shareholder engagement. | |
Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Screening and exclusion mechanisms are included in the product. | |
Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
Impact measurement (real-world impact) is a stated feature. | |
Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Automated reporting and scheduled exports to clients. | |
Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
Strong regulatory alignment (SFDR, EU Taxonomy, etc) covered. |
API Access Availability of APIs for automated data access and integration. |
API access is a core selling point for data integration. | |
Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Data can be exported/downloaded in standard formats. | |
Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
Integrates with PMS/OMS via APIs and pre-built connections. | |
Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
No information available | |
Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
No information available | |
Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
Integrates with platforms like FactSet and Bloomberg. | |
Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
Bulk data uploads/integration for client proprietary data available. | |
SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
No information available | |
Data Synchronization Automated data updates between the ESG platform and other systems. |
Automated nightly data synchronization is supported. | |
Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes. |
No information available |
Customizable Dashboards Personalized dashboard and workspace arrangements. |
Customizable dashboards are included to tailor analysis. | |
Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Advanced visualization (charts, graphs, heatmaps) are in demo reports. | |
Report Template Library Pre-set templates for various ESG report types. |
No information available | |
Narrative Generation Auto-generated textual summaries and insights. |
Platform supports automated narrative and insight generation. | |
Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
No information available | |
Multi-language Support Interface and reporting available in multiple languages. |
No information available | |
Accessibility Compliance Adherence to WCAG or other accessibility guidelines. |
No information available | |
Mobile/Tablet Interface Mobile-responsive design or dedicated apps. |
Mobile-friendly dashboards and reporting available. | |
Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
Report scheduling and automated delivery mentioned. | |
Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
No information available |
Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Regulatory reporting templates (SFDR, Taxonomy, etc.) available. | |
Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
No information available | |
Audit Logs Detailed record of user actions for audit purposes. |
No information available | |
Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
No information available | |
Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
Red flag and non-compliance alerts stated in solution features. | |
Document Repository Central repository for ESG policies, audit reports, and disclosures. |
Document hub for sustainability reporting and policies. | |
Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
No information available | |
Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
Supports multi-regime ESG regulatory frameworks. | |
Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
Real-time regulatory and reputational risk flagging described. | |
Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
No information available |
Data Provenance Tracking Traceability of data to its original source. |
No information available | |
Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Uses AI/ML-based anomaly and error detection in platform. | |
Source Diversity Use of multiple sources to triangulate ESG data. |
Ingests multiple third-party and public sources for triangulation. | |
Timeliness Metrics Tracking lag between data availability and reporting. |
No information available | |
User Data Feedback/Correction Facility for users to flag and correct erroneous data. |
User feedback/correction features are part of data reliability. | |
Audit Trails Record of all changes to client data sets. |
No information available | |
Completeness Scores Quantitative measure of data completeness for each entity. |
No information available | |
Update Frequency Documentation Clear communication regarding regularity of data refresh. |
Communicates frequency and cadence of data refresh to users. | |
Manual Review/Override Capability Ability for manual review/approval of key data points. |
No information available | |
Dispute Management Tools System for lodging and resolving data quality disputes. |
No information available |
Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
Platform is compliant with GDPR and covers data encryption at rest/in transit. | |
Role-Based Access Control Granular permission management for users and teams. |
Provides granular user/role-based permissions for access control. | |
Multi-factor Authentication Support for enhanced authentication mechanisms. |
Supports SSO/MFA and multi-factor authentication per compliance requirements. | |
GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
Platform is GDPR and CCPA compliant. | |
Disaster Recovery System redundancies and recovery protocols tested regularly. |
Implements disaster recovery and redundancy as per documentation. | |
SLA for System Uptime Service level agreement specifying minimum uptime. |
No information available | |
24/7 Customer Support Access to customer support at all times. |
24/7 support is offered via web and email channels. | |
Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Offers onboarding and training documentation/resources. | |
Knowledge Base and Community Forums Online support content and user discussion boards. |
No information available | |
Incident Notification System Alerts users regarding outages, security, or data incidents. |
No information available |
Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
Platform integrates data from over 30,000 companies, 220,000 funds, and multiple data sources, implying strong multiple data source integration. | |
Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
AI/ML approach and broad data ingestion imply automated mapping and categorization of ESG data. | |
Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
No information available | |
Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
Platform notes emphasize real-time ESG analytics and monitoring, suggesting real-time data refresh. | |
Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
No information available | |
Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
ESG data accuracy/validation is implied as platform is used for regulatory reporting and compliance. | |
API Access for Data Feeds Enables integration with ESG data sources through APIs. |
Integration with various data sources and use of AI/ML suggest API access for data feeds. | |
Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
No information available | |
Data Storage Capacity Total allowable storage for historical ESG data records. |
No information available | |
Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
No information available | |
Data Versioning Maintains historical versions of ingested ESG data for traceability. |
No information available | |
Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Regulatory compliance and privacy mentions suggest data encryption at rest for stored ESG data. |
Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
Automated scores and 200+ ESG metrics for all covered entities imply automated ESG score calculation. | |
Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Platform provides customizable scoring and analytics according to user/industry framework. | |
Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
Tracks ESG metrics and risk changes over time, supporting trend analysis and historical tracking. | |
Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Peer benchmarking is a common platform feature and referenced in solution descriptions. | |
Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Enables ESG analysis filtered by both sector and region in platform analytics. | |
Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
Advanced analytics support scenario modeling, which is a stated feature (e.g., climate scenarios). | |
Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
No information available | |
Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
Materiality mapping is referenced in regulatory and client reporting. | |
Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
Platform quantifies ESG impact, including climate and social factors, implying impact attribution. | |
User-defined KPIs Allows the creation of custom ESG performance indicators. |
Custom metric and KPI creation is supported under ESG customization tools. | |
Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
Covers equities, fixed income, and other asset classes as stated on the website. |
Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Automated compliance monitoring is mentioned in the product’s regulatory feature set. | |
Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
Provides templates/frameworks for EU Taxonomy, SFDR, TCFD, and other regulatory standards. | |
Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
The platform supports custom policy rules for ESG and sustainability policies. | |
Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Platform sends notifications for compliance breaches. | |
Audit Trail Maintains detailed records of compliance checks and management actions. |
Maintains audit trails for compliance and reporting events. | |
Compliance Dashboard Real-time overview of compliance status across all portfolios. |
Compliance dashboard is referenced as a core user interface. | |
Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
No information available | |
Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
Role-based access and permission features are included for compliance override control. | |
Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
Tracks regulatory changes and adjusts compliance frameworks. | |
Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Enables users to upload and store supporting documentation. |
Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Generates automatically formatted reports for SFDR, TCFD, EU Taxonomy, etc. | |
Custom Report Template Builder Allows users to design bespoke ESG reports. |
Enables custom report creation for clients and internal stakeholders. | |
Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
Supports scheduled/periodic reporting (recurring ESG report delivery). | |
Data Export Formats Variety of available output formats for ESG reports. |
No information available | |
Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
Designed for stakeholder reporting, including communication tools for regulators/clients. | |
Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Dashboards are interactive and customizable for ESG reporting. | |
Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
Historical reports are archived for compliance and audit purposes. | |
Multi-language Support Ability to generate reports in multiple languages. |
No information available | |
Report Customization Capacity Maximum user-defined custom fields or modules per report. |
No information available | |
Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
Platform sends automated reminders for upcoming ESG regulatory deadlines. | |
Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
Platform assists in preparing documentation and evidence for ESG audits. |
Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
Integrates with portfolio management tools to synchronize ESG analytics. | |
Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
Flags assets with ESG risk levels in real-time, as described in product analytics. | |
Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
No information available | |
Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
No information available | |
Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
No information available | |
Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
Supports integration with several portfolio management platforms. | |
Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
Supports simulation and modeling of ESG outcomes in hypothetical portfolios. | |
API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
No information available | |
Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
No information available |
Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
No information available | |
Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
Enables users to set thresholds and alerts for custom ESG risk tolerances. | |
Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
Customizable notifications for compliance/risk events supported by the platform. | |
Personalized Dashboards User-specific dashboard layouts and widgets. |
Dashboards and interfaces are user-specific and customizable. | |
Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
No information available | |
Template Library Size Number of pre-built report and dashboard templates included. |
No information available | |
Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
Supports access via mobile and tablet devices. | |
Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
Accessibility for all user types and compliance with standards mentioned. | |
White-labeling Allows custom branding and theming of the ESG platform. |
No information available | |
In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
Guided in-app user support, walkthroughs, and documentation included. |
Role-based Permissions Granular control of feature and data access by user role. |
Role-based controls for data access and administration are offered. | |
Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
Mentions protecting data in transit via secure protocols. | |
Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication is part of the security framework. | |
User Activity Logging Records detailed logs of user actions for monitoring and audits. |
Tracks user actions with logging for audit and compliance. | |
Regular Security Updates Frequency of system security patching. |
No information available | |
Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
Offers anonymization or pseudonymization as part of data privacy tools. | |
GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
Explicitly states compliance with GDPR and other privacy laws. | |
Incident Response Tools Features for detecting, managing, and reporting security incidents. |
No information available | |
SSO (Single Sign-On) Integration with enterprise SSO solutions. |
Supports single sign-on integration. | |
Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
Enables clients to establish own data retention policies. |
Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Provides carbon footprint analysis for covered portfolios. | |
Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Supports alignment assessments with Paris Agreement/Net Zero pathways. | |
Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Analyzes and reports on Scope 1, 2, and 3 emissions (GHG Protocol). | |
Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Climate risk scenario analytics are referenced in solution capabilities. | |
Green Revenue Share Calculates proportion of revenue from sustainable activities. |
Identifies ‘green’ revenue streams for entities and portfolios. | |
Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Supports user-defined environmental KPIs. | |
ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
Offers thematic ESG labeling (e.g., renewable energy, SDGs). | |
Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
Provides water and waste impact data in environmental metrics. | |
Climate Data Granularity Level of detail available for climate-related data. |
No information available | |
Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
Links to Science Based Targets initiative referenced in methodology. |
Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Provides diversity and inclusion metrics for companies. | |
Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
Assesses and scores portfolios for human rights risks. | |
Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
Monitors supply chain transparency and ESG risk. | |
Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
No information available | |
Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
Tracks controversies and exposes red flags in ESG data, as explicitly advertised. | |
Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
No information available | |
Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
No information available | |
Board Independence Scores Measures independence of company boards relative to best practices. |
No information available | |
Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
No information available | |
Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
No information available |
Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
Records and monitors engagement activities with investee companies. | |
Voting Record Management Tracks proxy voting actions relating to ESG issues. |
Tracks voting activity, including ESG-related shareholder votes. | |
Engagement Outcome Recording Records the results or impact of engagement actions. |
Records outcome/results of portfolio engagement actions. | |
Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
No information available | |
Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
No information available | |
Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
No information available | |
Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
No information available | |
Meeting Scheduler Manages and records ESG meetings/calls with investees. |
No information available | |
Integrated Email Communication Supports direct messaging and secure communications within the platform. |
No information available |
Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
Supplies open and documented APIs for external integration. | |
Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Library of API, portfolio, and reporting connectors available for integration. | |
Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
No information available | |
Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Offered as cloud-based SaaS and integrations for on-premise systems. | |
Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Integration with major third-party authentication providers. | |
Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
No information available | |
Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
APIs are configurable and support custom endpoints. | |
Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Supports common open standards for data interchange (JSON, CSV, XML). | |
Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
No information available | |
Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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