Impact & ESG Investing Software

VerityESG Engagement Tracker & Reporting Software

Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers.

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Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams.

No More Spreadsheets

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

No More Tedious Work

Unburden SI, IR, & compliance teams of cumbersome reporting.
Standardize practices & sign-offs to easily provide disclosures & reports.

No More Limitations

Ready out of the box. Customize to fit your process.
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 ESG Data

Templates & Office add-ins (pictured) capture rich data from ESG 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 Productivity

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 ESG 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.

ESG Investing Insights

Blog

The New Fundamentals of ESG Engagement Tracking

There's a not-so-polished process behind glossy client-facing engagement reports. Learn takeaways gleaned from leading asset managers as they streamline ESG engagement tracking and reporting.

Blog

4 Reasons Why Funds Stumble Toward a Solid ESG Investment Process

Find out how funds are navigating the labyrinthine world of ESG & impact investing with process and workflow improvements.

Blog

The Escalation of ESG Transparency (And What Fund Managers Can Do)

After years of greenwashing and a shock delivered in the context of the Russian invasion of Ukraine, the SEC is set to enforce more truth in advertising around ESG. Head of Solutions Consulting...

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."

Get My VerityESG Demo