ESG Scorecards
Grade, monitor and report

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ESG Scorecards provide an end-to-end research workflow toolkit that centralises and streamlines the selection, monitoring and reporting process for ESG-focused investment portfolios.

Demand for sustainability funds continues to rise in 2020, as do calls from investors and regulators, alike, for increased transparency around how ESG-focused investment portfolios are constructed and monitored.

We’re introducing ESG Scorecards to provide investment organisations with an end-to-end research workflow toolkit that centralises and streamlines the selection, monitoring and reporting process within MackeyRMS.

Developed jointly with Mackey users, ESG Scorecards enable your team to integrate your preferred ESG ratings data, and build customised, repeatable, and auditable workflows to ensure holdings within your portfolio meet the established investment criteria.

Take a moment to learn how ESG Scorecards can empower your team with the ability to demonstrate adherence to your organisation's unique ESG standards without adding extra steps to your daily routine.

Add transparency to your ESG-focused portfolio today.

Grade individual portfolio holdings at the security or fund level.

View scores in aggregate at the portfolio level or as a topline data point within individual tear sheets.

Monitor portfolios in real time, and be alerted to ESG status changes that occur among holdings.

Boost productivity with configurable workflows that standardise your firm’s ESG selection and verification criteria within the RMS.

Publish in-app notes and comments on ESG status of portfolio holdings and outline any needed reconciliation measures.

Maintain a complete and auditable history of your investment selection process for reporting to internal and external stakeholders.

Seamlessly integrate your preferred third-party ESG ratings data and analytics sources.

About MackeyRMS

Mackey gives the world’s leading investment managers an easy way to capture and share investment research in real time – so everyone has more time to make their best decisions. It’s all about doing more of what works.

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