ESG Management
Environmental, social, and governance (ESG) investing involves a complex matrix of industry-specific factors across regulatory and voluntary frameworks. The IVP ESG Management platform enables funds and asset managers to source, manage, and integrate ESG data more efficiently.
The IVP ESG platform automates and streamlines the acquisition, management, and application of ESG data across five critical use cases, ensuring robust ESG data management and seamless ESG data integration. This enhances ESG compliance, ESG reporting, and the application of ESG factors in portfolio construction and asset allocation.
Additionally, our ESG Center of Excellence provides expert guidance to funds on key operational considerations and how best to deploy ESG investing products for maximum impact. With the ability to track ESG exposures and performance, our platform helps asset managers stay ahead of evolving regulations and investor expectations, optimizing ESG investing.
Brochure
ESG Brochure
Fact Sheet
Simplify and Streamline ESG Workflows
IVP ESG MANAGEMENT PLATFORM
Manage ESG Data for Seamless Reporting and Compliance
Streamline ESG Data to Enhance Efficiency
Reduce time spent on ESG data sourcing, cleansing, and preparation with integrated workflows optimized for rapid ESG data management and efficient ESG data integration.
Increase Accuracy with Structured Templates
Structured templates, pre-populated fields, and intuitive rich text editing enable precise, consistent ESG reporting across portfolios. This approach minimizes errors and reduces manual data entry.
Enable Data-Driven ESG Investing
Gain actionable insights with centralized ESG data, enhancing decision-making with comprehensive ESG data management for smarter, value-aligned ESG investing.
Stay Aligned with Global ESG Mandates
Use the ESG platform’s comprehensive framework to meet mandatory and voluntary ESG mandates across jurisdictions, creating seamless alignment with global and sector-specific ESG factors.
Simplify ESG Workflows on a Unified Platform
Simplify ESG reporting by consolidating ESG reports and disclosures within a single, centralized platform. Ensure relevant ESG data is accessible and accurate for seamless compliance and reporting.
Streamline ESG Data Integration Across Providers
Centralize data from multiple ESG providers into one unified platform, simplifying the management of diverse ESG data sources. This enhances consistency and enables faster, more reliable ESG data management across portfolios.
The Future of ESG Management
As the importance of ESG investing continues to rise, integrating ESG factors into investment strategies is essential for both long-term returns and compliance with global standards. The IVP ESG Management platform is at the forefront of this transition, offering a powerful solution for asset managers to efficiently source, manage, and apply ESG data across diverse portfolios. Our ESG software empowers firms to stay ahead at a time when sustainability is key to investment success. Data-driven insights and seamless integration with global ESG frameworks enable asset managers to embrace ethical investing while maximizing value.
WHAT’S POSSIBLE WITH THE IVP ESG MANAGEMENT PLATFORM
Data Sourcing from Structured and NLP Vendors
ESG Data Cleansing, Enrichment, and Validation
Automated Generation of TCFD and SASB Reporting
Overlap with SASB Materiality Framework for Industry Materiality Maps
ESG Data Integration for SFDR and UNPRI Reporting
Rich Text Formatting and Editing Data Drill-down for Numerical Calculations
Automated ESG Risk Exposure Calculations
Real-Time ESG Performance Monitoring
Key Features Of
IVP ESG MANAGEMENT PLATFORM
Powerful Analytics
The IVP ESG Management platform is powered by advanced analytics, integrating data from watch lists, company questionnaires, materiality frameworks, ESG data vendors, market data, internal ESG research, and other ESG products. This ensures that asset managers can derive actionable insights for accurate ESG performance analysis and comprehensive ESG data management.
Application Versatility
The platform ensures the consistent and accurate application of ESG data across various use cases, including performance analytics, regulatory reporting, risk management, compliance, portfolio construction, and asset allocation. This versatility enables seamless integration of ESG factors in every aspect of asset management and sustainable investing.
Automatic Cross-Referencing
Our ESG solution automates cross-referencing, identifying the appropriate ESG factors to track for each investment. It also guides asset managers on where to source ESG data, ensuring ESG compliance across complex portfolios and dynamic market conditions and enhancing ESG data integration across reporting frameworks.
Guideline Maintenance
The platform ensures the maintenance of ESG guidelines by automating identification of the datasets that internal teams need. This simplifies ESG data management and streamlines the application of ESG compliance rules, making regulatory reporting more efficient and reducing operational overhead.
Advisory Services
Given the complexity of ESG mandates, our advisory team helps funds navigate the ESG landscape with a customized, top-down framework. We collaborate with asset managers to implement ESG products, ensuring portfolios comply with regulatory and voluntary ESG frameworks while facilitating seamless ESG data integration and reporting.
Comprehensive Visualization
The IVP ESG Management platform offers customizable dashboards to visualize ESG metrics, risks, and opportunities, making it easier for asset managers to track key performance indicators (KPIs) and assess the impact of ESG factors on portfolio performance, compliance, and risk management.
Build a Successful ESG Framework
The IVP ESG Management platform helps asset managers plan and implement a complete framework for ESG investing through two phases of engagement.
By The Numbers
6.5tn+
AUM managed using IVP technology
2tn+
RAUM reported through IVP Regulatory
Reporting Platform
600+
Strategy & Bespoke Projects delivered
235+
Fund managers using IVP Solutions
120+
Fund Managers using IVP Digital-First Managed Services
35%
Global hedge fund AUM running through IVP products
A Comprehensive Framework for Managing Data on the Buy-Side.
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