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What is VerityESG?

Boost the effectiveness, clarity, and integration of ESG and impact investing initiatives with a specialized ESG engagement tracker tailored for asset management professionals. This innovative tool streamlines the narrative-building process, allowing for the demonstration of stewardship through a straightforward approach that benefits sustainable investing, investor relations, and compliance teams. By centralizing both proprietary and third-party data, it addresses the challenges posed by data silos and the limitations of spreadsheets, enabling faster and more accurate results. Moreover, it alleviates the complexities of reporting for teams focused on sustainable investing, investor relations, and compliance, simplifying practices and approval workflows to ensure efficient disclosures. Ready for immediate deployment, this solution can be customized to fit your unique operational needs. As your business expands, take advantage of the only tracker specifically designed for asset managers to oversee individual engagement narratives and manage the entire engagement lifecycle—from setting objectives to conducting meetings and handling proxies, all within one comprehensive platform. You can generate detailed reports based on various portfolios, indicators, timelines, and other significant data points essential for your engagement evaluations, which will help you remain compliant with regulatory requirements while highlighting your dedication to responsible investing. Furthermore, this tool enhances team collaboration, fostering better communication and boosting overall efficiency in your ESG efforts. By integrating this solution, you not only optimize your current processes but also position your organization as a leader in sustainable investment practices.

What is Investment Metrics?

Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights. Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration. With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors. This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance. Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.

Media

Media

Integrations Supported

Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Verity

Company Location

United States

Company Website

verityplatform.com/platform/verityesg/

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Categories and Features

ESG

Not specified

ESG Reporting

Not specified

Categories and Features

Decision Support

Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Financial Research

Not specified

Investment Management

Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Reporting

Customizable Dashboard
Data Source Connectors
Drill Down
Financial Reports
Report Export
Scheduled / Automated Reports

Wealth Management

Not specified

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