ESG Portfolio Management | ZENO for Financial Institutions

ZENO for Financial Institutions

At Seneca ESG, we are revolutionizing the landscape of ESG scoring methodologies for financial institutions.

In a world where Environmental, Social, and Governance (ESG) considerations have become integral to sustainable investments, our platform empowers you to create tailored ESG scoring solutions that resonate with your unique identity and objectives.

Situation-Specific ESG Scoring

ZENO empowers financial institutions to deploy custom ESG scoring methodologies that align with unique objectives, investment strategies, stakeholder preferences, and industry-specific criteria.

3rd Party Data Integration

What is our data coverage? Simply put: any dataset that you prefer. Seneca ESG does not produce its own data, and instead, partners with other great data vendors to bring you the best coverage globally.

Custom ESG Scorecard

ZENO enables custom ESG scorecards, to better reflect nuances related to portfolio strategy, asset class, geographic & sector focus, and most importantly: preferences of specific LPs. Different scorecards for different purposes – as it should be.

Data Collection Automation

ZENO’s survey manager empowers financial institutions to effortlessly collect data from private companies, enabling a comprehensive and inclusive approach to benchmarking and analysis.

Background

ABC Hedge Fund, a prominent Japanese hedge fund, found itself facing increasing demands from its limited partners (LPs) and stakeholders for transparent information regarding the integration of ESG factors into their investment portfolios.

In response to these expectations and to comply with SFDR, ABC Hedge Fund recognized the need for a robust and consistent ESG reporting framework.

Our solution

ZENO enabled ABC Hedge Fund to create a customized ESG scoring and assessment framework, enabling them to evaluate investments based on their unique criteria. The advanced benchmarking feature facilitated comparative analyses against industry standards. Through these solutions, ABC Hedge Fund achieved ESG integration, enhanced reporting capabilities, and greater transparency in assessing the impact of their investments.