New ESG Platform will Incorporate More Than 200 Factors

Act Analytics announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform. The new platform allows RIAs to compare, contrast, and construct customized ESG portfolios.

The new Act Analytics technology combines analytics and more than 200 ESG factors. It allows RIAs to “x-ray” securities, funds and portfolios to assess for ESG levels. They can also construct custom, values-based portfolios for clients.

“Investors today are demanding investments and portfolios from their advisors that are better aligned with their core values and objectives when it comes to advancing society, saving the environment, as well as promoting diversity in executive management,” said Mike Unwin, co-founder and CEO of Act Analytics.

ESG factors include traditional ESG level criteria like emissions, diversity/equality, corporate responsibility. But the platform is also expanding to incorporate other factors like business or social controversies.

Act Analytics on ESG Factors

Morningstar has said that flows into ESG funds quadrupled to over $20 billion this past year.

“Our new ESG analytics platform for RIAs provides a comprehensive and transparent tool to help advisors deliver values-based investments for their clients, enabling them to differentiate their investment offerings in a rapidly commoditizing industry,” Unwin said.

The Act Analytics platform brings in data from top providers Refinitiv and Lipper. The platform can drill down on a granular basis into 20,000 publicly traded equities and 10,000 ETFs and mutual funds. It establishes audit trails to ensure compliance with the growing regulatory focus on ESG investments.

Finally, Act Analytics has recently developed an integration with TD Ameritrade Institutional’s Veo workstation.

“We are excited to bring this next-generation level of ESG analytics and portfolio construction tools to the rapidly growing and influential RIA marketplace,” said Unwin.

Related: ESG Investing at Inflection Point in 2020, says Nasdaq Head