ESG Ratings and Reviews

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

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

ESG Ratings and Reviews Sustainable Investing Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting

esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting

Learn More About Zephyr's Capabilities

Tags: investment management software, investment management tool, investment tracking software investment portfolio management software, portfolio management software for advisors, fund management platform, investment portfolio tracking software, alternative investment management software, portfolio management software for financial advisors, portfolio tracking tool, portfolio management tools, portfolio management software, ria tool, portfolio performance reporting software, portfolio attribution software, portfolio attribution analysis software, investment performance tracking software, portfolio performance analysis software, digital asset management, asset managers, passive income investments, esg investing, esg funds, sustainable investing, esg stocks