ESG Data Management as a Service

Accelerate your sustainability strategy by outsourcing the ingestion, matching, processing, validation and management of ESG data, across public and private assets, to our global team of experts.

ESG Data Management as a Service empowers financial firms to streamline the implementation of their sustainability strategies by bringing together the capabilities of our award-winning Enterprise Data Management (EDM) software, our extensive Sustainable1 datasets, our connections to other data vendors, and the expertise of our global team.

Outsource your ESG data workflows to us. We will aggregate and manage data from multiple sources on your behalf and deliver a validated master record in the format and time required for use in your systems.

ESG Data Management as a Service includes:

• Connectors to data providers: We have a library of connectors to third-party ESG data providers, as well as our own Sustainable1 datasets. Choose data fields from the providers with which you have a licence.
• Aggregation: Data is aggregated from third-party providers and proprietary sources, across public and private assets, at the company, fund, and portfolio levels. Compare scores and data attributes across sources.
• Entity hierarchy management: The service leverages our AI-powered cross-reference service (BECRS) and our classification standard (GICS) to match and master entities across data providers and surface hierarchy relationships.
• Mapping: Data is mapped to the fields required for regulatory disclosures (such as SFDR and TCFD) or to a taxonomy that aligns all sources.
• Universe of interest: You can opt to receive full datasets or subscribe to a universe-of-interest model.
• Exception management: Customizable exception management rules address data quality issues based on your specific workflows.
• Dashboards: Reporting dashboards provide visibility into the completeness of the available data for regulatory disclosures and bespoke outputs. You can also see YoY data trends for companies, funds and portfolios across data providers.
• Screening: Apply both positive and negative screens to match ESG values and investment goals while also avoiding conflicting practices.