Benefits and features

See ESG information on your investments conveniently

  • Receive environmental, social and governance reporting on your investments.
  • All reports are fully prepared based on your holding records and structured so no manual intervention is required by you.
  • Information is sourced via our trusted partner, Sustainalytics.

Flexible reporting to meet your needs

  • Drill down through industries, market capitalisation or individual holdings.
  • Scope to include carbon footprinting.
  • Reports can be delivered as often as you require.

Supports your ESG monitoring and risk awareness

  • We're able to extend mandate monitoring to include ESG components.
  • Functionality to compare ESG exposures between different portfolios and fund managers.

How it works

  • We source ESG ratings, controversy and sensitive revenue categories from our vendor Sustainalytics to provide insight into your equity portfolio holdings.

Investment risk analytics

Our investment risk service ensures you're aware of the risk impacts of future events.

Providing analytics for your investment performance

Our comprehensive performance analytics solution provides you with leading insights into your portfolio performance, supporting your investment decision making process.

Monitoring your investment mandates

Ensure your investment portfolios are compliant with their investment mandate.

Asset Servicing

Visit Asset Servicing for our full range of products and services.

We're ready to help you

Peter Hele, Head of Business Development 03 8641 1668

Mon-Fri 8am - 5pm (AEST/AEDT)