Sustainable Investing
Add Sustainable Investing to Your Digital Wealth Management Playbook
Align your clients’ portfolios with ESG and UN SDG criteria. Learn how 3rd-eyes analytics integrates sustainable investing into every step of the advisory process and differentiates by simulating climate change and optimising for climate-resilient portfolios.
Sustainability: In Our DNA and Integrated In Our Platform
70% of individual investors believe strong ESG practices lead to higher returns. Our digital wealth management platform helps you deliver on the promise of sustainable investing, while navigating the changing regulatory landscape.
Regulatory Compliance
Integrates the requirements of the latest sustainability regulations
Sustainability & ESG Reporting
Enhances transparency, accountability, and risk management while empowering investors and wealth managers to make informed, responsible financial decisions.
Support for Impact Investing
Aligns portfolios with the United Nations Sustainable Development Goals (UN SDGs) such as climate action of zero hunger.
Integrate Sustainable Investing Every Step of the Advisory Process
Assess the Impact of Climate Change on Your Clients’ Wealth
Simulate the impact of climate change on your clients’ wealth development and on the probability that they achieve their financial goals. By using advanced climate modeling and financial analysis, you can create more resilient and sustainable investment strategies for your clients.
Clarify Your Clients’ Sustainability Preferences
Use the 3rd-eyes analytics digital wealth management platform to understand each client’s sustainability preferences and comply with regulations in different jurisdictions. From there, you can better tailor your financial advice to their specific needs.
Assess ESG Risks
Provide transparency and keep portfolios on track and aligned by providing a comprehensive overview of the sustainability risks of your clients’ investments, alongside detailed information on ISIN level.
Align with UN Sustainable Development Goals (SDGs)
Use UN SDG criteria to screen investments and create impact. Provide impact reporting to your clients to demonstrate the positive impact of their investments. Help your clients achieve their impact goals and contribute to a more sustainable future.
Select the Right Investment Instruments
Personalise the choice of investment instruments by ensuring that the selected instruments match the client’s profile. Screen investment instruments according to the client’s specific ESG and SDG criteria, and even allow screening for additional investment-related values.
Show the Carbon Footprint on Multiple Levels
3rd-eyes analytics includes built-in tools to calculate, monitor and report the carbon footprint of each client’s investment portfolio at both asset allocation and portfolio / ISIN level. Show clients the exact environmental impact of their investments and allow for optimisation on both levels.
Empower your clients to achieve their financial goals while creating positive impact
Since 2018, the 3rd-eyes analytics platform has included comprehensive sustainability criteria as part of its solution. Our platform is designed to align portfolios and investment products with both the client’s specific values, and the United Nations Sustainable Development Goals (UN SDGs), while minimising ESG risks.
