Use cases

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ESG Risk

Regulatory focus

SFDR Art.6: Risk assessment
SFDR Art.7: Impact (PAIs)
SFDR Art.8: Measurement of E/S characteristics
SFDR Art.8: Comparison with a relevant benchmark (if any)
SFDR Art.8 :Taxonomy alignment for E characteristics if wanted
SFDR Art.9: Measurement of E/S characteristics
SFDR Art.9: Taxonomy alignment for E characteristics
SFDR Art.9: Comparison with a relevant benchmark (if any)
Taxonomy: Indicators at entity level
Taxonomy: Indicators at product level

Deliverables

Equity: Listed equities / Private equities
Fixed income: Government bonds / Corporate bonds

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Dataset

Licensing options

ELA: Entreprise License Agreement

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SLOM: Shop Licence On Manaos

Use cases

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Overview

OWL ESG Fund Ratings provide a data-driven solution that allows advisors to make thoughtful recommendations about ESG investing, and have informed conversations with clients and prospects about ESG characteristics for a specific company/fund, and across an entire portfolio. OWL’s ESG Ratings will give your team credibility and provide tools to customize investing to reflect each client’s passions and preferences with respect to ESG issues. This will provide your team with a competitive edge that helps with client retention and acquisition, both of which lead to AUM growth. OWL is focused on ESG only.

Key features

Multi-source methodology aggregating over 500+ ESG expert sources and 15 well known ESG vendors
Coverage of 30,000+ companies
Exponential coverage of funds resulting from OWL's universe
Monthly updates

What you'll love about

OWL ESG

OWL’s mission is to offer data and indices that help both people and the planet. We believe investors don’t have to sacrifice financial returns to make a positive impact on the world. OWL ESG scores and rankings are based on the most thorough data set available and our ratings can be used to ESG-optimize any investment strategy.

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