ESG Capabilities

Environmental, Social, and Governance (ESG)

The prevalence of Environment, Social, and Governance (ESG) investing continues to increase across the asset management industry. Asset owners, institutional investors, and wealth managers have diverse approaches and requirements when it comes to ESG integration.

Charles River Investment Management Solution (Charles River IMS) accommodates those diverse needs on a single, open architecture platform, with support for ESG workflows across the investment lifecycle, including portfolio construction, scenario analysis, performance attribution, and trading. Our partner ecosystem empowers firms with choice, allowing firms access to preferred ESG analytics and data providers directly from the platform.

With Charles River, investment professionals can:

  • Implement active and passive ESG investment strategies using centralized asset allocation and security selection capabilities for top-down and bottom-up portfolio management
  • Support emerging regulatory reporting frameworks including TCFD and SFDR
  • Ensure ESG-compliant portfolios by incorporating ESG scores and thresholds in compliance rules
  • Customize portfolios according to specified ESG factors, at scale, for individual investors

The prevalence of Environment, Social, and Governance (ESG) investing continues to increase across the asset management industry. Asset owners, institutional investors, and wealth managers have diverse approaches and requirements when it comes to ESG integration.

Charles River Investment Management Solution (Charles River IMS) accommodates those diverse needs on a single, open architecture platform, with support for ESG workflows across the investment lifecycle, including portfolio construction, scenario analysis, performance attribution, and trading. Our partner ecosystem empowers firms with choice, allowing firms access to preferred ESG analytics and data providers directly from the platform.

With Charles River, investment professionals can:

  • Implement active and passive ESG investment strategies using centralized asset allocation and security selection capabilities for top-down and bottom-up portfolio management
  • Support emerging regulatory reporting frameworks including TCFD and SFDR
  • Ensure ESG-compliant portfolios by incorporating ESG scores and thresholds in compliance rules
  • Customize portfolios according to specified ESG factors, at scale, for individual investors
The Evolution of ESG from Funds to Custom Portfolios

The Evolution of ESG from Funds to Custom Portfolios

In this MMI Journal Insight, learn how ESG investing has seen explosive growth in adoption over the last several years.

ESG Hub

Charles River is building a next generation ESG data solution for all providers known as our ESG Hub. Through the ESG Hub, clients will be able to immediately integrate ESG data into their daily workflows and seamlessly access all supported providers using the latest data technologies.

Clients will also be able to leverage the State Street AlphaSM Data Platform (ADP) to pull data from the ESG Hub to build powerful insights and dashboards to further support their ESG processes.

Ensuring ESG-compliant Portfolios

Data Delivery

Measure and monitor specified ESG scores and thresholds

Data integrity security

Apply restrictions using ESG ratings data, sectors, and/or specified issuers

Checklist

Run real-time, what-if compliance for proposed orders

scalable platform

Build rules based on vendor-specific ESG datasets and categories

Our ESG Solution

How we help investment firms and asset owners manage ESG focused portfolios.

The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process.

Want to learn more? Get in touch.

We're ready to answer your questions. Contact us or follow us on our social channels.