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.

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    Peter Hele, Head of Business Development 03 8641 1668

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