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.

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Brochure

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

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.

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.

By The Numbers

3.6 $TN+

AUM managed using
IVP technology

1.5 $TN+

AUM reported through RAPTOR Reg Reporting Platform

400+

Strategy & Bespoke
projects delivered

160

Fund managers using
IVP Solutions

80+

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.

Security and Reference Master

Enterprise Data Management

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