ESGflow Description

Data providers often supply ESG metrics at the individual company level but typically fail to account for the intricacies of investment activities and the immediate effects of market fluctuations. ESGflow offers valuable insights, notifications, and initiates rebalancing processes to guarantee precise reporting, alignment with strategic ESG goals, and adherence to regulatory requirements. Our enterprise solution is designed to effectively monitor and manage the ESG attributes of financial products. By combining market data with third-party ESG research and fund positions, ESGflow allows for the calculation of real-time ESG and sustainability metrics. Users can access detailed tabular views that reveal how underlying investments affect composite ESG metrics across various levels, including portfolio, account, and strategy. Furthermore, it establishes a robust quantitative framework for assessing the ESG and sustainability profiles of products. The system also identifies ESG error and warning event triggers to ensure compliance with relevant policies and marketing requirements. In addition, ESGflow produces sophisticated analytics to evaluate historical ESG performance over different reporting periods, enhancing strategic decision-making. This comprehensive approach allows firms to stay ahead in the evolving landscape of ESG compliance and reporting.

Integrations

No Integrations at this time

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Company Details

Company:
PiSrc
Headquarters:
United States
Website:
www.pisrc.com/products/esgflow

Media

ESGflow Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

ESGflow Features and Options

ESG Software

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

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