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Oko Platforms is becoming the primary global marketplace for sustainability values investing advice. Our goal is to empower the global advice market to become sustainable investing specialists and in turn redirect +$50tn AUM to more sustainably aligned solutions. Oko Platforms offers complete intermediary-adviser focused sustainability values advice solutions, purpose built in response to increasing demand.

Oko Adviser creates sustainable investing solutions for Advisers, Accountants and investment Brokers, to help them advice on sustainable and ethical investment decisions that align with their customer’s values. 

Embedded sustainable investing solutions. Access market leading sustainability data and engagement tools to enhance your offerings to clients.

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.

Embedded sustainable investing solutions. Access market leading sustainability data and engagement tools to enhance your offerings to clients.

Access data through our API and 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 universe curation.

Work in partnership to build a sustainable future through investing. Work directly with Oko Adviser to position your brand as a leader in sustainable investing solutions with Advisers and their Clients. We offer a range of different sponsorship options to like minded industry partners, including banner slots, dedicated product pages, targeted call -to- actions and sponsored products.

Our proprietary, purpose built advanced sorting and matching algorithm has been developed over more than 2 years. This unique client based approach consumes and processes 1000s of industry leading markets and ESG data points. Providing unbiased, consistent and accurate outcomes that can be perfectly aligned to your customers needs and objectives.

The Oko Adviser platform is a discovery, research and advice support tool, designed to give Advisers the confidence to understand their customer sustainable investing parameters, access ESG (Environmental, Social, Governance) research for over 100,000 global equities and funds, and incorporate outcomes into the advice process.

Oko Adviser is the only end to end Adviser support platform dedicated to servicing your client’s sustainable investing needs. With Oko Adviser you can access a fully digital system that aids with customer discovery, research, providing advice and compliance tracking. You also get access to advanced analytics, insights and resources to help you manage ange grow your clients.

Oko Adviser is purpose built to be compatible with your existing advice process. Think of it as risk profiling but for sustainability. Providing you with specific parameters for your clients sustainable investing objectives which you can incorporate into your advice.

Yes it is. Simply toggle the Xplan switch found in banner at the top the page when you are logged into the portal. Follow the steps and connect your account to Oko Adviser. You can sever the connection by toggling off. You will need to paste your unique Xplan URL into the settings section of the Oko Adviser portal and then “save and connect”.

Oko Adviser is purpose build for any Adviser, Accountant or Investment Broker who have clients that want to incorporate sustainability into their investment recommendations. This simple to use platform is suitable for Advisers working in the space for the first time as well as seasoned specialist.

Oko Adviser is used by hundreds of Advisers around Australia including central, regional and coastal areas. As the platform incorporates all facets of People, Planet and Ethical issues, clients are able to align to the values across any of these powerful and emotive areas.

Typically Advisers with use the Oko Adviser platform if during the fact finding process the clients states and desire to include People, Planet and Ethical issues in their investment advice. Often used in a similar way to a risk profiling process, the Oko Adviser platform complements existing advice processes.

Advisers have rated Oko Adviser Nine out of Ten in the latest Adviser Ratings survey. Advisers have described the platform as the “perfect solution for the exact problem I am facing”.

Clients love to use Oko Adviser as an aid to discuss their People, Planet and Ethics issues, as well as gaining transparency into the investments in their portfolio and how they align to the sustainable parameters. One client recently telling their Adviser that “We are so grateful that you are taking our personal beliefs into account” “We certainly did not expect this level of detail you provided in the strategy meeting, specifically in terms of ESG breakdown”

The Oko Adviser tool is a software product which the Advisers use to help them give advice to their clients. This advice is from the Advisers, not Oko Adviser.

Using independent sustainability data, Oko Adviser scores investments across Environmental, Social and Governance performance, to help you understand how “good” they are. Every investment is provided with a score out of 100.

Our Planet criteria looks at a company’s energy use, waste, pollution, natural resource conservation and animal treatment. We also evaluate which environmental risks might affect a company’s income and how the company is managing those risks.

Our People criteria looks at how the company and its supply chain treats its people and the community around it. We do this through analysing things like the company’s working conditions, employees’ health and safety, human rights, business relationships, charitable community and volunteer work.

Our Ethics criteria looks at how the company is run. It looks at if the company is transparent and ethical, if it has strong and independent leadership, how diverse the management is, executive compensation and employee relationships, incidents and risk exposures.

Oko Adviser provides sustainability rating to over 1000,000 global listed and unlisted companies, ETFs and funds.

Working from a framework of covering Environmental, Social and Governance issues, Oko Adviser empowers user to build a portfolio of companies based on their sustainable preferences and exclusions.

• Providing an overall ‘Oko Adviser score’ out of 100 and four key scores for Environmental, Social and Governance considerations, companies are categorised across four risk levels: fantastic, good, okay and bad.
• A company is analysed and scored based on its actions, policy, awareness of and management of ESG risk, across its entire supply chain, partnerships and product lines.
• Oko Adviser identifies companies involved in a range of products, services and business activities for screening purposes as well as identifying companies involved in incidents that may negatively impact the environment, society, employees and stakeholders.
• A company is measured against its industry peers and against the global universe.
• Companies are exposed to different ESG issues to different degrees. The assessment to this exposure is driven by sub-industry and company-specific factors.
• The magnitude to which a company is exposed to ESG risk and how well the company is managing that risk is measured and incorporated into the scoring.
• Funds are scored based on the scores of the underlying companies that the funds invest in.

Our data is sourced from Independent ratings agencies, brand and parent company annual reports and websites, credible third-party reports (eg. Clean 200) and industry standards bodies (e.g. PRI – Principles of Responsible Investing, CDP – Carbon Disclosure Project)

Awarded rankings are based on scores and consider product or service involvement (exclusion screens). This is done for the specific reason, that it is up to the customer to decide what to exclude from their portfolio. At a minimum we have designed the score to promote a ‘best of breed’ approach to selection eg. a customer may want to purchase a lithium mining stock due to the importance of lithium in electric vehicle production. The holistic scoring and ranking approach will promote the highest scoring company based on their broad sustainability.

Each instrument receives and overall Grades (from A* to F), supported with an easy to follow Green, Amber and Red scale. This grading system provides a concise and user-friendly summary of a company’s overall ESG performance and makes it easier to compare ratings and find solutions that align with your client’s values.

Companies are show in the Oko Adviser as:

• A Match – If the investment matches your ESG profile and is not excluded
• Conflicts – If the investments is excluded from your profile based on areas of business and incidents that company of funds is involved in.
• Alternatives – also displayed as a “non match” anything that is not a match or a conflict

Purpose – built engagement. Easily capture and understand your client’s sustainable investing parameters with the 5th generation profiling system. With outcomes directly linked to the Oko Adviser data system and a client’s specific needs and objectives. Invite your customers to complete their sustainable investing profile as part of a meeting or sent directly to a client via email. This enables you as the Adviser to understand the industries and behaviours that your client wants to support and which they want to avoid. The results are generated using the Oko Adviser algorithm and show investments as matches or conflicts to that profile.

Matches are the investments in the Oko Adviser universe (40,000+ companies) which align the the client’s current sustainable investing profile.

Conflicts are those investments that do not match the client’s sustainable investing profile and once uploaded, will highlight which investments in the client’s current portfolio that do not align with their values.

Alternatives – also displayed as a “non match” anything that is not a match or a conflict.

Each instrument receives and overall Grades (from A* to F), supported with an easy to follow Green, Amber and Red scale. This grading system provides a concise and user-friendly summary of a company’s overall ESG performance and makes it easier to compare ratings and find solutions that align with your client’s values.

The Oko Adviser system works directly with your Approved Product List (APL). Allowing you to analyse data and create recommendations directly from you pre approved universe of investments. Head to ‘Upload APL’ on the home screen when logged into the Portal. Using the correct format, upload your APL and results in the Platform will automatically align to the APL provided.

Uploading your client’s portfolio allows you to see what existing investments conflict with your client’s sustainable investing profile. This allows you to identify which investments should be reviewed.

We offer affordable, simple annual subscription plans for wherever you are on your sustainable investing journey. Take advantage of the 14 day free trial and free onboarding support to get started. Choose the Growth plan if you are a small business with a growing client base, the Scale plan for established proactives and Export for those looking for white labelled solutions.

Designed to help you as the Adviser to highlight if any investments, including those identified as a conflict to your client’s sustainable investing profile, should be “Retained” in the client’s investment portfolio – a great opportunity to hold a client discussion. Mark an investment for “Review” at a later date (for example at the next portfolio management committee meeting), or agree with your clients to “Remove” it as soon as possible and replace with an alternative investment that better suits the client’s sustainable investing profile. For those investments that are a match to the client’s sustainable investing profile, you as the Advisers will be able mark any investment as “Review” or “Add” if you want to consider adding it to the client’s portfolio.

Whenever an investment is tagged, it will become available in the Advice Outputs section for that client so you can add the decisions to your Statement/Record of Advice.

All information is handled in accordance with our Privacy Policy. Where necessary for the Oko Adviser Adviser tool to function effectively and to allows Advisers to service their clients, Oko Adviser handles and stores account information for both Advisers and Adviser clients. For Adviser clients this is limited to first name, last name and email address, which in combination are used as unique identifiers, as well as responsible investing profile outcomes and outputs.

All data and information is secured and encrypted.

No, never. The Oko Adviser Adviser tool is a tool built for you, as the Adviser, to use with your clients. We do not contact your clients.

You can upgrade, downgrade and cancel your subscription at any time. Should you wish you account to be closed and data erased please contact Oko Adviser directly. By starting a monthly subscription you are entering into a service agreement managed under the terms offered by Stripe, our payment provider.

Any refunds will be applicable from the end of the current billing period. You will retain access to Oko Adviser until the end of that billing cycle.

All data will be stored by Oko Adviser but it will only be accessible to those accounts with an active paid plan.