Financial Advisors can readily implement systems to support sustainability values led advice into the existing advice process. Usually one simple question in the Fact Find
Embedded sustainable investing solutions.
Market leading sustainability data and engagement tools to enhance your offering to clients.
We’re in good company. Trusted by change makers.
Create up 55 exposure signals for all holdings in the Portfolios you manage and align them to the sustainability rules set you want to apply.
Used by Research teams and Managers to align their investment solutions to their strategy and consumer goals.
Access data through our API, downloadable files to embed sustainability ratings into your solutions in the way that suits you.
Used by Fintech and Advisers alike to deliver bespoke solutions that align to their customer needs. Including in app UI and curation.
We combine market leading sustainability data with our unique approach to give you a true and accurate reflection of the sustainability performance of +100,000 Funds, ETFs and Shares.
Our advance analytics engine helps quickly sources aligned solutions and avoid greenwashing.
Access in-depth, transparent impact data covering 100,000+ companies and funds over 5M+ data points. All designed to align to the end retail customer.
Used by centralised Research teams and Managers. Upload portfolios and Oko Platform automates analytics based on consumer preferences and identifies greenwashing.
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Over the past year or so, a series of regulations and proposed rules have been handed down by the European Union affecting companies based or operating on that continent, including thousands of U.S. firms. It’s a dizzying and confusing array of initiatives, not to mention the acronyms that go with each.