FOR INVESTMENT MANAGERS

Framework-as-a-Service enables maximum control and flexibility in designing ESG assessments of your portfolio(s). Mix-and-match methodologies from both global and local-market best practices, while considering the indicators, weightings, and materiality that are most relevant to your product strategy, asset class, markets, and sectors.

3rd-party data integration lets you blend data from various 3rd-party data vendors (e.g. Bloomberg, Refinitiv, MSCI, Sustainalytics, OWL, Arabesque, etc.) of your choice. Power your analyses with high-quality, diversely sourced, validated data that you choose to use.

Customized benchmarking allows market, industry, and sub-industry benchmark comparisons to assess the relative ESG scoring of your portfolios and custom framework(s). Conduct scenario analyses by portfolio, methodology, and even specific indicators such as carbon footprint.

Survey manager automates the data collection process in cases where primary-market managers need to collect proprietary ESG data from portfolio companies, or if supplemental data is required to cover custom indicators in your custom framework(s). Unique links are auto-generated for each of your company contacts, and are as easy to fill out as a web survey.

Management dashboard provides high-level as well as granular drill-down visualizations of ESG assessment and both raw and standardized scoring across strategies, products, and the overall firm.

Universal integration of ZENO output of portfolio and company ESG scores/ranks, as well as pillar/category/indicator level data into portfolio management, order execution, risk management, and compliance platforms via API and https endpoints.