Understand how investment decisions are contributing to non-financial metrics such as ESG objectives.
PEARL’s ESG measurement capabilities equip investment teams with the tools to capture how their investment decisions align with ESG goals.
Measure ESG decisions using numerical security analytics that can be integrated directly into core performance and attribution workflows to enable a holistic overview of the total fund and understand the impact of investment decisions on both financial and non-financial goals.
Whether you are looking to understand ESG for global funds or individual mandates, our ESG measurement capabilities help analyze both financial returns and environmental impact, creating a continuous feedback loop to refine decision-making.
Why PEARL’s ESG measurement?
- Integrated ESG and financial attribution: Assess how decisions such as exclusions, tilts or manage selection impact both returns and ESG outcomes within a single framework
- Supports multiple ESG metrics: PEARL can support as many numerical metrics as required, including emissions, ESG scores, and biodiversity or water use metrics.
- Decision-level insights: Understand which decisions had the greatest impact on ESG and financial goals, and identify any unexpected interactions between ESG and financial decisions
Combine with PEARL’s attribution models
Understand how ESG effects contribute to total investment fund performance with PEARL reporting capabilities which bring ESG or other analytics directly into existing equity, fixed income, private assets and multi-asset attribution analyses. Gain an immediate view on how sustainability goals interact with financial goals and see the real-world impact of both financial and non-financial investment decisions in a single combined view.
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Whitepaper: ESG attribution – The development of an attribution model
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Discover how ESG attribution enhances investment transparency. In collaboration with MN - a leading Dutch fiduciary manager, our whitepaper explores a model that evaluates financial and ESG performance, helping investors align decisions with sustainability goals.
Webinar recording: Using traditional attribution methods to analyze ESG performance
Watch our webinar to learn about an ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making.
About PEARL
PEARL is Ortec Finance’s established performance measurement and attribution solution. It helps asset owners, asset managers and fiduciary managers to obtain deep insights through decision, currency, multi-asset, equity, fixed income and factor attribution models. PEARL combines proprietary decision and currency overlay attribution models with flexible and time dependent fund and benchmark hierarchies to calculate the added value of each investment decision. Its comprehensive analysis contributes to a feedback loop that enhances the overall investment decision framework.
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano SJ Lee
Managing Director - Asia Pacific