Impact Modules
UN SDGs Impact
Quantifies the impact of a company’s products, services and operations, and uses targets and metrics relevant to achieving the UN SDGs
Impact Highlights
Aggregates the impact of a portfolio and compares performance to industry benchmarks and converts to real-world equivalents
Values Alignment
Align your clients’ portfolios to issues that matter to them, across stocks, bonds, mutual funds and ETFs
Biodiversity
In partnership with GIST Impact, our market-leading solution supports biodiversity analysis, reporting, and product creation
Get to know The UN Sustainable Development Goals (SDGs)
Benefits Of Using The UN SDGs Framework
Provides a common language for measuring impact
The UN SDGs help investors communicate to clients how their money contributes to the broader priorities of society.
Opens up large economic opportunities
Achieving the UN SDGs opens up $12 trillion of market opportunities, representing around 60% of the real economy. Investment in the UN SDGs will drive 2-3x economic growth vs. the last 10-15 years (Source: BLK).
Moves capital to projects with positive impact
UNCTAD estimates that funds dedicated to investment in sustainable development have reached $1.2–$1.3 trillion. The UN SDGs are the primary vehicle for this transition.
UN SDGs Impact
Get Granular: Choose from 60 Impact metrics to measure your contribution to specific targets and goals and create customized UN SDG insights for any strategy and compare with international benchmarks
- Leverage the largest coverage of companies & metrics — up to 3 times that of other providers
- Access the only outcome-based Impact assessment that quantifies & compares SDG outcomes among companies of any size
- Ensure transparent, versatile and unbiased analysis and assessment on companies and use that as an input to customize and adapt to a user’s own framework(s)
Impact Highlights
Impact Highlights Report: Compare the impact of your clients’ investments to tangible, real-world positive or negative metrics (e.g. water savings, CO2 emissions savings, energy use increase)
The Impact Highlights report allows us to give our clients the Impact of their portfolios in an understandable way”
Values Alignment
Align your clients' portfolios to issues that matter to them, across stocks, bonds, mutual funds and ETFs
- Optimize a portfolio: Personalize for personal values alongside other preferences and suitability constraints
- Configure sustainability data: Enable user specific capabilities across the Firm, Advisor and Client Experience
- Apply a client-driven ‘importance level’: Weight values across the advisor-client journey including financial planning, portfolio optimization, fund selection and reporting
Biodiversity
In partnership with GIST Impact, optimize biodiversity analysis, reporting, and product creation
- Comply with regulations: Respond and report on regulations such as the SFDR, the Taskforce on Nature-related Financial Disclosures (TNFD), or the French Climate and Resilience Law (Article 29)
- Manage Risk: Identify and exclude companies based on direct and indirect biodiversity impact
- Establish & Track Biodiversity Goals: Easily compare companies by using one comprehensive metrics, “potentially disappeared fractions (PDF)”, designed around GIST Impact’s biodiversity footprint framework
