At a glance
- Client
- An asset management firmName withheld for confidentiality
- Industry
- Capital Markets
- Service
- Sustainability
- Scope
- ESG data aggregation, scoring methodology and analyst tools
The challenge
The firm needed ESG insight on roughly 5,000 companies. Data came from several providers that measured things differently, plus company reports in many formats.
Portfolio managers could not compare holdings fairly or explain ESG decisions to clients.
Our approach
Aggregate sources
Provider feeds and company disclosures were collected into one data store.
Standardise metrics
Metrics were mapped and normalised so companies can be compared like for like.
Score transparently
A documented scoring method shows how every score is built.
Put it in front of managers
Scores and underlying data appear in portfolio tools and client reports.
The solution
Portfolio managers now compare ESG performance across all holdings using consistent metrics, and can drill into the data behind any score.
Client reporting on ESG is consistent and easy to explain.
Results
- Multiple ESG data providers combined
- Like-for-like comparison across holdings
- Transparent, documented scoring
- ESG insight inside portfolio tools
Technology used
- Data aggregation pipelines
- Python
- Cloud data warehouse
- Analyst dashboards
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