VerityRMS

ESG & Impact Investing Solutions

ESG-mandated assets are projected to make up half of all professionally managed assets globally by 2024. Navigate the fractured landscape to capture more alpha & inflows with VerityRMS.

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Streamline ESG workflows by putting everything investment teams need in one RMS — from idea gen to reporting.

Adapt

  • Transform your fund's research process with structure & cohesion.
  • Bring painless transparency and modern agility to the front office.

Integrate

  • Avoid data silos & inefficiencies of spreadsheet-based tracking.
  • Centralize proprietary & 3rd party data for faster outcomes.

Accelerate

  • Unburden analysts with cumbersome processes.
  • Standardize practices & sign-offs to easily provide disclosures & reports.

Capture the Most Data in the Fewest Steps

Capture data when it happens, so you can easily report on it later. Streamline ESG workflows with features like the Word Add-In (pictured) and in-app templates that take steps out of a cumbersome process and remove inconsistency and uncertainty around data capture.

Meet Requirements With Built-In Grading

Grade securities and funds to ensure an investment meets your organization’s ESG requirements. Provide notes, next steps, and highlight any issues that need to be resolved.

Track Engagement Across the Lifecycle

Report by portfolio, indicator, timeframes — any datapoints relevant to their engagement reporting. Teams view individual engagement stories and track the entire engagement lifecycle — from objective to meeting to proxy to outcome — all in one place.

Monitor & Report On What Matters

View scores by company or fund, across a portfolio, or as a topline data point within individual company tear sheets. Give internal and external stakeholders what they need — without adding steps to the workflow.

Integrate With Sustainalytics & More

Instantly access ESG ratings, trends, actionable controversies, analytics and more with Verity’s Sustainalytics integration.

ESG Investing Insights

"Verity Has Created an Intuitive Interface ... Very Reactive Team"

Get your demo to see first-hand what has Sandra Cowl of Carmignac Risk Managers, saying "Verity has created an intuitive interface that houses our proprietary ESG scoring system START. They are a very reactive team."

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