esg impact

GoldenSource ESG Impact

The most complete technology solution to help financial institutions manage their ESG investments

Higher returns, more customers, and regulatory comfort – that’s the advantage for your business with GoldenSource ESG Impact.

Talk to an ESG specialist

Higher returns, more customers, and regulatory comfort

Getting the best ESG outcomes requires fundamental data management capabilities, including expertise in taking data feeds in from an array of vendors, normalizing, standardizing and mastering that data, tagging it for various regulations and taxonomies, sending it to business, reporting and analytics systems, linking it other enterprise data domains, such as entities and securities, and running optimal data workflows to support use cases across the business.

These are the core competencies of GoldenSource – and with operationalization of ESG data underpinning the vision, design, and user experience of GoldenSource ESG Impact, you’ll get more value, faster from your ESG initiatives.

Benefits of GoldenSource

Centralizing ESG data, transforming it to make it easily consumable across the organization, ensures that:

  • Investment teams can drive the investment decision making process
  • Product teams have insights to drive innovation
  • Regulatory and compliance departments can meet all upcoming disclosure and reporting requirements
  • Relevant data from the growing number of providers can easily be operationalised
  • Emerging requirements around anti-greenwashing and sustainability can be addressed through configuration rather than coding

GoldenSource ESG Impact: the ESG advantage

  • Portfolio level aggregation: roll up of Instrument- and Company-level metrics based on its investments’ valuation for Backtesting and What-If analysis
  • In-House Scoring: weighted calculation of Composite Scores, and facilitation of inhouse scoring based on raw ESG factors
  • Investor Guidance: ESG-Monitor for investments; suggesting investment alternatives that meet higher ESG standards
  • Regulatory data prepared for populating the regulation-specific templates (e.g. SFDR, EU Taxonomy, MiFID Sustainability Preferences)
  • Managed Services: processing and delivering ESG data for client portfolios from chosen ESG data sources via serviced APIs
  • Comprehensive provider and subject area coverage across both major and niche data providers
  • Aggregate and normalize the data from proprietary Materiality Maps along common ESG frameworks, such as SASB, TCFD, SDG17 and UNGC, allows organizations to speak the same language

GoldenSource ESG Impact features

  • All ESG, UN Global Compact, SDG, SBTi, TCFD, etc. subject areas, following the evolving standardization of ESG KPIs and taxonomies
  • Support current and emerging regulatory requirements such as SFDR, MiFID ESG
  • Multi-asset class support, linking issuers and instruments for all types of holdings
  • Industry standard identifiers and classifications across the board
  • Starter pack reports: scores, ratings, quantiles and ranks for companies, industry peer groups and classifications; global norms, controversies and product involvements; GHG/carbon and environmental risk
  • ESG Analytics: Sustainability compare, greenhouse gas (GHG)/carbon scenarios, Screening & Compliance, climate risk, Portfolio Compare and drill down to raw ESG factors
  • Validation: including capabilities for checking completeness, staleness, outliers, and plausibility across ESG data sets
  • Data History: full raw data audit trail and as-of view for trend analysis
  • Managed Services: processing and delivering ESG data for client portfolios from chosen ESG data sources via serviced APIs
  • Comprehensive GoldenSource Connections (APIs as a service) coverage: direct partnership and integration with most ESG data sources
  • Broad ESG data providers, niche ESG content specialists, redistributors
    e.g. Arabesque, Bloomberg, Carbone 4, CDP, Clarity AI, Fitch, Factset Truvalue, ICE, Moody’s ESG, Morningstar Sustainalytics, MSCI, OWL, Refinitiv, SIX Orenda, and others
  • Deep data coverage: targeting full depth as required by our client base
  • Common and proprietary ‘materiality map’ ESG criteria categorizations for all supported data sources
  • Linking to issuers, instruments of all asset classes, sovereigns, and portfolios
  • Applying standards: LEI, ISIN, Industry Classifications (NACE, GICS, …) , ISO Standards, …
  • Scores & Assessments, with drill-down and roll-up between ESG metrics and contributing raw data points
  • Ranks & Quantiles within the company’s industry peer group (according to standard or proprietary industry classification schemes)
  • Ratings, with cross-referencing Starter Set between the proprietary ESG rating schemes
  • Controversies, Events, and Product Involvements to drive screening and investment compliance
  • GHG/Carbon and Environmental Risk data, which can be sliced and diced by company, sovereign, industry sector, and individual property
  • Proprietary data points (raw ESG factors) with all field details, including origin (issuer-published vs. estimated/calculated)