+1 781-725-2396

info@vegainvtech.com

Portfolio Risk Analytics

Portfolio and Security Analytics for Multi-Asset Portfolios

Portfolio Insights

Real-time Risk, Performance & Accounting Business Intelligence Dashboard

Web Development

Your content goes here. Edit or remove this text inline.

White Labeling

Your content goes here. Edit or remove this text inline.

VIEW ALL SOLUTIONS

#

ESG Investing – What does it mean for Active Managers?

First below is a nice summary from PGIM CEO:
——————————————————————
“ 1. ESG is a multi-year journey

2. Role of investment Manager – In a transparent and data driven way, incorporate ESG factors into the investment process to offer products required by clients based on the preferences.

3. ESG investment cannot be just passive. “

See video link here –  https://bit.ly/3KK90oO
—————————————————————–

So how can we measure the portfolio performance/results in the above scenario?

– How about clients come up with percentage allocations based on their ESG preference to be used as input to create a custom benchmark?

And what does this mean for Active Managers –

– There is a need for a robust data management framework to help clients define their ESG preferences.

– It is necessary. to provide real-time ‘What-If’ analysis on client portfolios to help analyze portfolio risk (ex-ante) in order to understand impact of such changes.

– A real-time Business Intelligence (BI) framework will be a great add-on for managers to develop custom products quickly.

 

 

 

 

SUBSCRIBE TO BLOG

You May Also Like…

Request More Information

5 + 13 =

Subscribe to Blog and/or Announcements

Announcement Type

Topic(s) of Interest

10 + 11 =

Learn About Our Products 

6 + 6 =