Investment Management

Leverage Responsible AI throughout your investment process to screen, research, report and engage.

Positions you can defend to the committee and to the client

Screen the whole universe

Run your criteria across every holding at once. Coverage is the same at 50 names or 5,000, and a company that disclosed nothing returns an empty answer rather than an estimate.

Ask beyond the datapoint

Where a vendor field does not answer the question, put the question to the filings directly. There is no coverage roadmap to wait on.

Redistribute without a fee

Pass data and analysis on to clients, consultants and your own systems. There is no redistribution licence to negotiate first.

Capabilities for investment teams

Screening

Use industry exclusion lists and standard controversial-activity screens, or write your own criteria for values-based investing and other approaches.

Company research

Perform AI-native, deep fundamental analysis across a mix of proprietary, public and best-in-class third-party research, to uncover risks and opportunities.

Compliance and reporting

As reporting standards proliferate and expectations grow, deploy trustworthy, grounded AI automation to produce audit-grade reporting aligned to frameworks such as SFDR, SASB and TNFD.

Peer benchmarking

Benchmark financial and sustainability performance against immediate peers and the broader sector, from a mix of public corporate disclosures, proprietary data and non-public sources.

ESG data self-service

Minimise cost and painful licence restrictions with best-in-class ESG data. Pull the metrics you need yourself, in the format your models expect, without a procurement cycle in front of every new question.