Category: ESG

Ocorian, the C.I.-based administrator, has formed a partnership with Treety, an ESG SaaS solution provider specialising in private markets. Ocorian will now offer a suite of ESG reporting tools to its fund services clients, including customised dashboard and analytics, sustainability risk assessment mapping, SFDR annex and disclosure templates, and ESG/impact data collection and approval flows.

La Mutuelle Générale, a provider of health and retirement insurance in France, has selected Manaos, a BNP Paribas data management platform, for its ESG data collection and reporting needs. As part of the mandate, La Mutuelle Générale will use Manaos for the production of financial reports on climate and biodiversity. These reports will serve as…

Apex has merged two of its ESG businesses to form Holtara, led by the group’s head of ESG product, Emma Bickerstaffe, reporting to Chris Mulhern, chief product and technology officer at Apex. Holtara currently supports >3,400 investment managers and companies in over 50 countries. The Holtara platform, ESG Advantage, is designed to simplify and streamline…

Confluence, the investment management fintech, has formed a partnership with Manaos, the BNP Paribas-owned platform built to simplify how institutional investors centralise portfolio data, connect ESG information, and report on the sustainability of their investments. Under the partnership, Confluence will provide an end-to-end SFDR solution to asset managers on the Manaos platform, including the production…

Northern Trust has agreed with Novata, a fintech that provides ESG data for private markets investments, to provide its data to Northern Trust’s asset servicing clients. Northern Trust recently participated in a Series B funding round for Novata. Novata’s data management solution aims to provide asset owners with a clearer view of the ESG impact…

Northern Trust has completed the first stage toward an industry-wide voluntary carbon credit ecosystem that would allow institutional buyers to digitally access carbon credits from leading project developers. This follows Northern Trust’s milestone of completing fully automated transactions on the initial MVP digital carbon credit platform it has developed with carbon avoidance and removal project…

Fundrella AB, the Sweden-based fintech, has appointed Struan Malcolm as chief operating officer. Malcolm was most recently head of Nordic sales for Northern Trust’s asset servicing business. Fundrella is a matchmaker in asset management, allowing professional investors to discover funds that align with their ESG criteria.

IQ-EQ, the Luxembourg-based administrator, has formed an alliance with Novata, a technology platform providing private markets participants with an ESG data solution. The alliance aims to help portfolio companies report the highest quality data to investors and ultimately drive positive sustainable change. Through this platform, asset managers, investors and portfolio companies can identify the ESG…

BNP Paribas’s securities services business has enhanced its investment compliance screening capabilities to include a range of ESG criteria. The new service enables asset managers and asset owners to incorporate customisable and flexible ESG criteria into their portfolio monitoring. The service employs a range of data feeds from external and internal sources to enable asset…

Redwheel, a UK-based asset manager with c. USD19bn AuM, has adopted the data aggregation tool developed by Equity Data Science to enhance ESG integration across its investment business. Northern Trust took a stake in EDS in 2021 and jointly launched an ESG workflow solution that allows investors to access and share ESG information. The data…