Fincite ESG Investment Software: Empowering sustainable investments
Growing sustainability interest by investors supported by future international regulations will push the Environmental, Social and Governance (ESG) integration from trend to mainstream. By the year 2021 more than 92% of Asset Owners will implement ESG criteria in their investment screening process. Furthermore, in order to conform to the ambitions of the Paris Climate Agreement and United Nation’s Sustainable Development Goals, upcoming EU-regulations will boost the call for ESG integrated investment strategies and elevate the requirements for financial service companies. With our ESG investment software, we empower Financial Institutions to offer their clients a comprehensive ESG investment service.
The Benefits of Fincite´s ESG Investment Solution
Attract environmentally conscious customers with transparent ESG scores and customizable ESG-criteria selection
Extend the client’s product portfolio by providing further sustainability insights into their financial positions
Benefit from a pivotal shift in investment behavior by anticipating upcoming EU-regulations
Business Case for Fincite ESG investment software
AuM growth by 28%
The investment volume for German ESG conform products will increase by a CAGR of 28% p.a. until 2030
25% higher margins
ESG products are priced 25% above their comparable non-ESG products
Rising share of ESG investments
90% of asset owners want to achieve at least 25% of funds invested in ESG/RI funds
The Core Functionalities
of Our ESG Software
An Intuitive User Dashboard
Fincite ESG delivers an intuitive dashboard where today’s sustainability-conscious customers can be satisfied comprehensively. This dashboard includes:
- Aggregated ESG scores on a portfolio level
- Inclusion and exclusion of specific ESG screening criteria
- Comparison of returns with selectable benchmarks
- Breakdown on instrument level
- ESG insights to highlight the sustainability of a client’s portfolio
ESG In-Depth Exploration on Instrument Level
Transparency is one of the cornerstones of ESG. At Fincite we strive to give our customers full access to different layers of ESG scores and their composition. In order to carry out a well-rounded performance we developed the attribution details functionality with ESG scores composition breakdown for specific instruments. To account for recent occurrences, we also implemented a tailored ESG news feed which highlights ESG relevant factors outside of the update cycle of the regular scores.
Our Expertise in The Integration of ESG Data Provider
The successful integration of ESG scores depends highly on the data provider quality. Fincite delivers you the following benefits:
Profit from our broad market knowledge and identify the fitting data provider for your financial institution
Experience transparent data provider onboarding process
Access to real-time ESG data by connecting our engine through an API
What our customers say about our digital investment platform:
“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”
Andrew Trythall, Product Owner Prospery / Kendu
“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”
Christian Kammler, Sales Manager Refinitiv
“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”
Milenko Radic, Geschäftsführer Msg life
“Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.”
Iven Kurz, CEO Evergreen
”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”
Nicholas Ziegert, CEO W&Z FinTech OWNLY
”Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.”
Sebastian Napiralla, Director Lampe Asset Management
”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”
Dirk-Jan Schuiten, CEO Prospery
”With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.”