One platform for all your ESG needs
Full Regulatory Compliance
- Define, implement and control responsible investment policies
- Comply with new sustainable finance regulations, including SFDR, EU Taxonomy, Mifid 2, etc
Boost ESG Business Strategy
- Offer to institutional investors sustainable investment solutions in line with their sustainability preferences
- Produce accurate and reliable client reporting
Efficient data management
- Tackle data management challenges from providers’ selection, integration, monitoring to dissemination in Portfolio Management System
- Implement efficient data governance and processes
Optimise your tech stack
- Benefit from scalable, flexible and industrial tools to support portfolio management, compliance risk, client reporting and data management
- Build and manage standard and bespoke sustainability methodologies
Drive ESG Success
ESG Data referential
Management of ESG transparency and disclosure at all levels including ratings of instruments and issuers
ESG themes campaign management
Ability to create customer segments based on their ESG preferences and allocation history to push particular products and monitor the campaign
ESG constraints management
ESG preferences will be a constraint on its own and will be taken into account by the optimizer while rebalancing/optimizing the portfolio
Full asset classes coverage
Covers securities, derivatives, index, forex, securities, financing transactions
Extra financial analysis
Reporting related to ESG impact on portfolio and performance
Available On These Platforms
ALTO Wealth & Distribution
Client engagement and investment management at scale
ALTO Wealth & Distribution
ALTO Asset Servicing
Control assets, comply with investment guidelines and regulations
ALTO Asset Servicing