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Apply a data-driven approach to provide insightful ESG investment recommendations.
OWL ESG Fund Ratings provide a data-driven solution that allows advisors to make thoughtful recommendations about ESG investing, and have informed conversations with clients and prospects about ESG characteristics for a specific company/fund, and across an entire portfolio. OWL’s ESG Ratings will give your team credibility and provide tools to customize investing to reflect each client’s passions and preferences with respect to ESG issues. This will provide your team with a competitive edge that helps with client retention and acquisition, both of which lead to AUM growth. OWL is focused on ESG only.
OWL’s mission is to offer data and indices that help both people and the planet. We believe investors don’t have to sacrifice financial returns to make a positive impact on the world. OWL ESG scores and rankings are based on the most thorough data set available and our ratings can be used to ESG-optimize any investment strategy.
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Clarity AI
By leveraging technology, Clarity AI offers a comprehensive, end-to-end solution that enables managers to collect all the required metrics across the different sections, conduct thorough fund look-through analyses, and automatically generate the necessary Article 29 LEC annexes.