WHITEPAPER: ESG Tech & Data Strategy for Asset Allocators

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As sustainable investment teams continue to deliver on strategic commitment, asset allocators must evolve from basic reporting to strategic integration. But the challenge isn’t just in collecting ESG data—it’s in ensuring accuracy, integrating it in broader engagement initiatives, and making it usable across investment teams.

This whitepaper explores what a solid ESG tech and data strategy looks like in practice. Success requires robust tools, expert guidance, thoughtful workflows, and seamless integration across platforms to transform clean, timely and usable data into actionable insight.

From our allocator client integrations, one theme is clear. A modern ESG data strategy is more powerful when embedded throughout the investment process—from pre-investment screening to post-exit. That doesn’t mean perfection, but it does mean the right combination of systems, workflows, and data you can trust to turn ESG into a competitive advantage.

To help build a good ESG tech and data strategy, access our insights by downloading the whitepaper below.

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