JRC Capital Management Consultancy & Research GmbH
Pilot #5: ESG Scorecard Ranking & Sustainable Portfolio Optimisation
Partner(s):
KM Cube Asset Management
Credit Agricole Group Solutions S.C.p.A.
This pilot offers ESG-focused investing by offering tools for assessing and optimizing sustainable investment portfolios. By combining data and analytics through FAME, it empowers asset managers to make informed and transparent decisions.
Detailed description and Objectives
With the growing focus on environmental, social, and governance (ESG) investments, this pilot addresses the lack of tools for assessing and benchmarking ESG portfolios. Leveraging FAME’s marketplace, the solution develops an online ESG reporting tool that combines metrics and analytics for optimal portfolio management.
The tool integrates ESG scores with additional value metrics like company fundamentals and market momentum, enabling more effective investment strategies. It also supports portfolio optimization by incorporating sustainability goals and contributing to the European Green Deal.
FAME Applications
FAME empowers Pilot 5 with unified ESG data access through its FDAC catalog, enabling monthly ESG ranking recommendations and advanced multi-criteria custom scores. AI/ML tools optimize ESG-aligned investment portfolios, while trusted, standardized data access ensures transparency and secure sharing. Personalization features and comparisons with reference profiles enhance decision-making, fostering trust and visibility into ESG rankings.
Use Case 1: ESG Online Reporting
Use Case 2: Portfolio Optimization
Use Case 1: ESG Online Reporting
This tool provides customized ESG metrics and multi-criteria rankings, helping investors compare and optimize sustainable assets.
Use Case 2: Portfolio Optimization
Integrated into existing approaches, the tool uses advanced analytics to align portfolios with ESG objectives and market sentiments, enhancing transparency and funding for sustainable companies.
To get in touch with a representative of Pilot #5, write to us at info@fame-horizon.eu
