The core of the ESG platform is a set of analytics informed by watch lists, company questionnaires, materiality frameworks, market data, ESG data vendor feeds, and internal ESG research.
ESG Management
Environmental, Social, and Governance (ESG) investing depends on a complex matrix of industry-specific factors within regulatory and voluntary frameworks. Indus Valley Partners helps asset managers source, manage, and use ESG data more effectively.
IVP offers both an ESG Platform that automates and streamlines the acquisition, management, and application of ESG data across five critical use cases. We also offer an ESG Center of Excellence to advise funds on key operational considerations for these use cases.
IVP ESG PLATFORM
Manage ESG data effectively, align with global mandates, and streamline disclosures.
Improve Efficiency
Reduce time devoted to ESG data sourcing, cleansing, and preparation to optimize ESG Data Management.
Increase Accuracy
Structured templates, pre-populated answers, and rich text editing allow accurate report generation.
Reduce Risks
Streamline specific ESG workflows to reduce operational compliance risks and keep up with ESG reporting standards.
Simplify Workflow
Integrate all ESG reports and disclosures within a single ESG data platform for an easier approach.
WHAT’S POSSIBLE WITH THE ESG PLATFORM
Data Sourcing from Structured and NLP Vendors
Data Cleansing, Enrichment, and Validation
Automated Generation of TCFD and SASB Reporting
Overlap with SASB Materiality Framework for Industry Materiality Maps
Data Integration for SFDR and UNPRI Reporting
Rich Text Formatting and Editing
Data Drill-down for Numerical Calculations
Key Features Of
ESG Platform
Powerful Analytics
Application Versatility
Apply ESG data consistently and accurately for performance analytics, regulatory reporting, risk management and compliance, portfolio construction, and asset allocation.
Automatic Cross-Referencing
The ESG platform helps determine which ESG factors to track for each investment, where to source the data, and how to apply ESG guidelines to complex and changing portfolios.
Guideline Maintenance
The platform maintains guidelines for applying ESG factors, which makes it easy to identify which data sets need to be consumed internally by which teams.
Advisory Services
ESG investing has a number of implications. Our advisory team works directly with asset managers to develop a top-down structural framework for managing ESG mandates.
Build a Successful ESG Framework
The ESG platform helps asset managers plan and implement a complete framework for ESG investing through two phases of engagement.
The ESG platform helps asset managers plan and implement a complete framework for ESG investing through two phases of engagement.
By The Numbers
4.2tn+
AUM managed using IVP technology
1.6tn+
RAUM reported through IVP Regulatory
Reporting Platform
500+
Strategy & Bespoke Projects delivered
180+
Fund managers using IVP Solutions
100+
Fund Managers using IVP “Digital First” Managed Services
35%
Global hedge fund AUM running through IVP products
A Comprehensive Framework for Managing Data on the Buy-Side.
PARTNERING WITH THE BEST
Resources For Growing Your Firm
Real-World Success Stories
See how IVP Consulting partners with leading buy-side firms to unlock innovation and achieve lasting success.
