Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs
Summary
The new Act Analytics technology platform consists of powerful analytical tools, driven by over 200 ESG factors and the industry’s highest quality data, enabling RIAs to “x-ray” securities, funds and portfolios to assess for ESG levels, as well as construct custom, values-based portfolios for their clients. Advanced automation features, custodial integrations and centralized data access save advisors time and resources, enabling their ESG investment efforts to scale across their entire client base. “Investors today are demanding investments and portfolios from their advisors that are better aligned with their core values and objectives when it comes to advancing society, saving the environment, as well as promoting diversity in executive management,” said Mike Unwin, co-founder and CEO of Act Analytics. “We are excited to bring this next-generation level of ESG analytics and portfolio construction tools to the rapidly growing and influential RIA marketplace,” said Unwin. Based in Toronto, Canada, with operations in the US, Act Analytics is dedicated to helping advisors source, access and analyze ESG investments for their clients.