Structure, streamline, professionalise, secure and speed up your ESG research process by moving it to ESGzonEX

An AI driven and ESG data vendor independent ESG research process platform offering a sophisticated toolbox fully customisable to your needs

“Made by professional ESG analysts for ESG analysts”

Structure, streamline, professionalise, secure and speed up your ESG research process by moving it to ESGzonEX

An AI driven and ESG data vendor independent ESG research process platform offering a sophisticated toolbox fully customisable to your needs

“Made by professional ESG analysts for ESG analysts”

The problems it solves

Many work with manual Excel or other Windows software, and other simple hard to maintain proprietary programmatic solutions, sometimes with parts of the process split in different systems. It is often hard to track who changed what.

By moving your processes into one platform you get a streamlined process and ensure easy and secure access to your data for users and integration to you other data systems. No need to maintain a proprietary system on your side. With AI, the platform helps you speed up your research processes. Of course, the system is white labelled and can be tailored to your design (logo and colours).

ESG-research-and-ESG-rating-screenshots-4-green-with-arrow
ESG-research-and-ESG-rating-screenshots-4-green-with-arrow

The problems it solves

Many work with manual Excel or other Windows software, and other simple hard to maintain proprietary programmatic solutions, sometimes with parts of the process split in different systems. It is often hard to track who changed what. 

By moving your processes into one platform you get a streamlined process and ensure easy and secure access to your data for users and integration to you other data systems. No need to maintain a proprietary system on your side. With AI, the platform helps you speed up your research processes. Of course, the system is white labelled and can be tailored to your design (logo and colours).

How it works - Process

After mapping your proprietary process it can be implemented into the platform, so it is fully flexible. Naturally, structuring and streamlining of the process happens here. A registry is filled with your research objects, be it issuers, clients or suppliers. Once the analysts onboarded, they can start to ESG research the research objects with your proprietary process. The frequency of research can be annually, semi-annually and quarterly. Uploading documents for the AI feature is seamless.
ESG-research-and-ESG-rating-screenshots-2

How it works - Process

After mapping your proprietary process it can be implemented into the platform, so it is fully flexible. Naturally, structuring and streamlining of the process happens here. A registry is filled with your research objects, be it issuers, clients or suppliers. Once the analysts onboarded, they can start to ESG research the research objects with your proprietary process. The frequency of research can be annually, semi-annually and quarterly. Uploading documents for the AI feature is seamless.
ESG-research-and-ESG-rating-screenshots-2

How it works - Outputs

Once the research finished, the platform offers a pdf report generation where you can decide what should be included in the report. The outcome of the rating process is shown in a separate page with details. This is very useful when discussing with the research object. Of course, you can get data from the platform using the API to seamlessly integrate it in other systems like portfolio management systems, credit modules, supplier management systems, etc.

ESG-research-and-ESG-rating-screenshots-3
ESG-research-and-ESG-rating-screenshots-3

How it works - Outputs

Once the research finished, the platform offers a pdf report generation where you can decide what should be included in the report. The outcome of the rating process is shown in a separate page with details. This is very useful when discussing with the research object. Of course, you can get data from the platform using the API to seamlessly integrate it in other systems like portfolio management systems, credit modules, supplier management systems, etc.

A solution built for your needs

Many use cases for the ESG research and ESG rating platform satisfying a wide range of needs

ASSET MANAGEMENT

ESG risk research and ESG risk rating of investments

What is the ESG risk of my investments? The assessment of ESG risk is the base for ESG risk integration, a mandatory step in investments.

ASSET MANAGEMENT

Impact research and Impact rating of investments

What are the Impacts of my investments? The assessment and understanding of Impact is the base for claiming a fund does sustainable investments (SFDR).

CREDIT INSTITUTIONS

ESG risk research and ESG risk rating of clients

What is the ESG risk of my debtors? To price the credit and set right interest rates the ESG must be assessed as other risks.

CREDIT RATING

ESG risk research of issuers

What is the ESG risk of the issuers that should be integrated in the credit rating process?

SUPPLY CHAIN AUDIT

ESG compliance research and ESG compliance rating of suppliers

How well do my suppliers align with my requirements as stated in the supplier code of conduct? What is the coutcomes of our audits and problem handling?

ASSET MANAGEMENT

ESG risk research and ESG risk rating of investments

ASSET MANAGEMENT

Impact research and Impact rating of investments

CREDIT INSTITUTIONS

ESG risk research and ESG risk rating of clients

CREDIT RATING

ESG risk research of issuers

SUPPLY CHAIN AUDIT

ESG compliance research and ESG compliance rating of suppliers

Real world results

Feedback from the beta testers for the moment

SustainAX ESG research and ESG rating

ESG research and ESG rating

"We have a strategy to move out of our too heavy and numerous Excel files as well as removing manual processes to the minimum. The database management will make our day with the new system, both for producing pdf reports and sharing ESG research data with other systems and clients. The UX for the users is great and the speedier process with AI an important aspect."
Dag Messelt
Senior ESG research analyst

COMPANY LOGO CURRENT BETA TESTER A?

ESG research and ESG rating

"Testimonial from beta tester A"
Kari Norddame
ESG research analyst

COMPANY LOGO CURRENT BETA TESTER B?

ESG research and ESG rating

"Testimonial from beta tester B"
Ola Nordmann
ESG research analyst

Dig deeper

Learn more about the exciting details of the platform

See how the ESGzonEX standard structure is built and start imaging how your own process can be set up on the platform.

During the ESG research process there are a wide range of types of inputs you would like to have available, see details here.

See here other characteristics of the ESGzonEX structure here, like options that can make your set up very advanced.

See here how we use AI to speed up the ESG research process. Of course, this is a moving target, so expect to see huge development going forward here.

See here how you can get help setting up your own ESG research process on the ESGzonEX platform as well as the possibility to get help in improving your own ESG rsearch and ESG rating process. Structuring, streamlining and professionalisation happen here.

Data security and compliant data handling is paramount for our clients and us.

No research data platform can live in vacuum today, so of course ESGzonEX data can be integrated in other systems through API.

Ready to try a better platform for your ESG research?

Get in touch for more information about our platform, setup, demos and more