Do you need a better tool to advise clients on Environmental, Social and Governance (ESG)? ETHiX solves the challenge of building an accurate picture of Environmental, Social and Governance (ESG) portfolio performance.
WHY CHOOSE ETHiX?
ESG integration is fundamental to sustainable investment strategies. The vast majority of clients expect their advisors to incorporate ESG insights into the conversation; however, gathering and applying the data is complex. This means that handling the process well gives you a clear advantage.
Our latest software product ETHiX enables you to provide independent assessment and in-depth analysis of client portfolios and ESG models. ETHiX was created in conjunction with a major wealth management firm to ensure it is simple to use. Whether it’s scoring an entire portfolio, examining specific companies and funds, or rebalancing investments based on preferred ESG criteria, you have the tools you need to elevate ESG discussions to another level.
ETHiX’s What-If capability for portfolio adjustment and rebalancing will allow you to run scenarios on possible changes and see the impact on the ESG score.
WHAT DOES ETHiX OFFER?
WHAT IS INCLUDED?
User-friendly
interface
Clear ESG
reporting
ESG model
analysis
What-If
modelling
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