Zephyr Financial Solutions

ESG Ratings and Reviews

Evaluate your investments through our new ESG Ratings, Scores, Percentiles & Rankings

Evaluate Your Investments Through Our New ESG Ratings

Scores, Percentiles & Rankings Research, screen, report & monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles & rankings.

Our ESG Analysis powered by OWL Analytics includes:

• Comprehensive Screening to identify best-in class funds

• Peer comparisons across strategies on numerous ESG metrics

• Portfolio reporting to demonstrate to clients the Environmental, Social, Governance responsibility of their investments

• Acquire new clients by integrating sustainability and responsibility into your business

• Enhance your story building and create ESG focused marketing materials

ESG Investments cloud based investment management software cloud based wealth management software financial client management software financial management reporting software financial performance management tools financial portfolio management system financial risk management software companies investment management client reporting software investment management reporting software investment portfolio management application investment portfolio management solution ESG Analysis Socially Responsible Investing
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A Look Inside of a Zephyr-OWL ESG Analysis Report.

A Look Inside of a Zephyr-OWL ESG Analysis Report.


Generate Positive Growth

ESG plays a vital role in promoting responsible investing, which goes beyond traditional financial metrics. It encompasses a wider set of criteria which takes not only the financial impact of investments, but also on the environment, society and corporate governance.

Responsible investing integrates ESG factors into the investment decision-making process, aiming to generate both financial returns and positive societal impact. Investors are increasingly seeking investment opportunities that align with their values and contribute to a more sustainable future. It is no surprise, given the approaching wealth transfer that there will be a wider, more diverse pool of high-net-worth individuals looking to expand upon their wealth. It is up to wealth managers to get client insight, to generate portfolios that adhere to the values of clients.

ESG factors have a significant impact on financial performance. Numerous studies have shown that companies with strong ESG practices tend to outperform their peers over the long term, resulting in higher growth in the long run. Through identifying and managing ESG risks and opportunities, companies can mitigate potential financial, reputational and regulatory risks, further aiding clients and fostering stronger relationships.

Zephyr understands the growing importance of ESG in wealth management. By providing comprehensive information and insights to help investors navigate the evolving landscape of investing and financial decision making to help managers make more informed decisions. Zephyr's wealth platform offers a wide range of resources and tools to assist investors in integrating ESG considerations into their wealth management strategies from asset allocation and proposal generation to reporting and presentation. Learn more about ESG factors impact on the wealth management industry below.

ESG Ratings and Analysis

Owl Analytics offers the largest ESG data set in the industry, gathered from corporate disclosures and filings, news sources, NGOs, research firms, and more.

  • Incorporates numerous viewpoints on corporate sustainability and responsibility from standards organizations, NGOs, and other industry leaders.
  • Statistically optimizes multiple perspectives to create a balanced ESG consensus for every company scored.
  • Rates companies based on the broadest set of industry ESG issues, providing a more complete ESG picture of every company scored
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