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Avoid data silos & inefficiencies of spreadsheet-based tracking.
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Centralize proprietary & 3rd party data for faster outcomes.
Impact & ESG Investing Software
VerityESG Engagement Tracker & Reporting Software
Step out of spreadsheets, tedious information gathering, and manual reporting. Step into the automated ESG engagement tracker designed for modern asset managers.
Build the narrative & demonstrate stewardship in the fewest steps possible with engagement tracking software for sustainable investing, IR, and compliance teams.
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Unburden SI, IR, & compliance teams of cumbersome reporting.
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Standardize practices & sign-offs to easily provide disclosures & reports.
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Ready out of the box. Customize to fit your process.
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Scale with the only purpose-built solution for asset managers.
Track Lifecycle Engagement
Teams view individual engagement stories and track the entire engagement lifecycle — from objective to meeting to proxy to outcome — all in one place.
Build Reports Automatically
Give internal and external stakeholders what they need — without adding steps to the workflow. Report by portfolio, indicator, timeframes — any datapoints relevant to your engagement reporting. Show that you are adhering to regulatory requirements, such as SFDR, to regulatory bodies and taking impact investing seriously.
Easily Capture Engagement Data
Templates & Office add-ins (pictured) capture rich data from stewardship teams and investment analysts when it happens — without extra steps or redundant tasks. Bring consistency and cohesion to data capture with less guesswork.
Scale Workflow Efficiency
Both teams and data unite within VerityESG. Everyone contributes to a highly efficient workflow with accelerated processes and reporting. Instantly access ESG ratings, trends, actionable controversies, analytics, and more with data integrations.
Start Now, Customize as Deeply as You Need
Designed with feedback from global asset managers, VerityESG is ready to go out-of-the-box. It doesn’t force or limit your processes. It’s highly configurable, so you can build your own reports and generate your own insights as part of your proprietary investment workflow.
Built on the Foundation of an Industry Leader
VerityESG was built on the trusted foundation of VerityRMS. Just like VerityData, VerityESG can be integrated into VerityRMS for the enterprise solution that combines ESG engagement tracking with all the benefits a modern RMS offers: fund-wide productivity, powerful search, work-from-anywhere collaboration, and more.
More on VerityRMS
Request Your VerityESG Demo Today
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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