Optimising portfolios for sustainability and performance.

Smart ESG is a portfolio engineering tool that maximizes ESG impact and minimizes tracking error. Customization options allow for alignment with investment preferences and constraints.

Use our data to create a portfolio that maximises
ESG Impact, whilst minimising tracking error.

Our portfolio engineers have developed our own models that optimises on three important factors simultaneously.

The result is a portfolio that maximises ESG impact, whilst minimising tracking error.

You can also customise the inputs to match y investment preferences – such as % reduction targets (carbon, water and waste etc.), sector screening, SDG alignment and other factors such as business activities and regional constraints.

Exclusionary screens

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer sed neque ullamcorper, efficitur velit in, cursus justo. Suspendisse potenti. Morbi vel eleifend diam. Nunc nibh dui, tempor in tellus eu, laoreet mattis magna.

Tracking error minimisation

Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Morbi vel eleifend diam. Nunc nibh dui, tempor in tellus eu, laoreet mattis magna.

Multi-factor ESG
performance targeting

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer sed neque ullamcorper, efficitur velit in, cursus justo. Suspendisse potenti. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae.

GET IN TOUCH

Stay ahead of the ESG curve. Get insights, best practices and invites to exclusive events delivered straight to your inbox.