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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.

Description

Our cloud-based solution offers a seamless way to gather, assess, and present ESG data from your investment portfolio with just a few clicks. You can initiate data collection requests that come with automatic reminder notifications for ease of use. The platform provides user-friendly tools to effectively measure greenhouse gas emissions, specifically carbon outputs. With the ability to analyze trends through engaging visualizations, key insights, and comprehensive scorecards, you can easily compare specific metrics against industry benchmarks to evaluate your performance. It features industry-relevant indicators that address the most significant issues affecting each sector. You can conveniently share summaries of your portfolio’s ESG performance via email. We collaborate with a diverse array of financial entities, including impact investors, private equity and venture capital firms, pension funds, development finance institutions, banks, among others. Reach out to us today to discover more about our customer testimonials. Our platform is specifically designed to meet the increasing ESG demands of private investors. Tailored by industry specialists, it effectively manages extensive data sets, facilitating in-depth analytics and generating valuable insights for reporting purposes. By choosing our solution, you can stay ahead in the evolving landscape of sustainable investing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cogendi

Country

France

Website

www.cogendi.co.uk/our-platform/

Vendor Details

Company Name

ESGTree

Country

Canada

Website

www.esgtree.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Alternatives

Alternatives

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