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Manage ESG Data

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Lowering Data and Software Costs to Protect Active Management

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The rise in costs to operate in active management seems to never stop. Either it is regulation, pricing power from market utilities, or from vendors, or something else. At the same time, passive investing is capturing a growing piece of assets. The outlook improvement requires ground level solutions that bring down operating costs, protect margins, and provides the conditions for many to continue to exist. Technology backbones like Microsoft Office,… Read More »Lowering Data and Software Costs to Protect Active Management

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New French Rules for Responsible Investment Labelling under Consultation

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The responsible investment labeling of funds and managed accounts distributed in France will probably evolve in 2024. One of the areas where rules will become considerably more demanding is ESG Engagement. Among other things, asset managers will be required to establish a process to ensure that each engagement action is clearly addressed to the relevant issuer, with a goal and timeline. Implementing these requirements with Excel or another commonly available… Read More »New French Rules for Responsible Investment Labelling under Consultation

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No Need to Reinvent the Wheel to Lower Technology Costs & Improve Margins

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With margins increasingly under pressure due to passive investments, and market conditions, among other reasons, the need to reduce costs has become an everyday challenge.  One of the solutions, if not the solution, is to leverage a technology platform like Microsoft’s or Google’s and bring in highly integrated add-ons that expand that technology platform to the management of financial and ESG content, data, and activities. Every unit spent in the annual budget… Read More »No Need to Reinvent the Wheel to Lower Technology Costs & Improve Margins