OTCFin Announces Launch of ESG-integrated Portfolio Monitoring, Reporting and Consultancy Services

 

New York, NY—27th July 2020—: OTCFin announces the launch of the ESG- related solutions to assist asset managers and portfolio managers in incorporating Environmental, Social, and Governance (ESG) factors in their portfolio monitoring and reporting. 

With a rapidly growing adoption of ESG factors in publicly available company disclosures, asset managers now have increased access to ESG data. Yet true integration of ESG data within the portfolio management and investment decision process remains challenging due to the sheer amount of data and numerous ESG scoring methodologies available in the market. 

OTCFin’s PATOne EDM platform, which has extensive coverage for portfolio, risk, and regulatory data, has been expanded to cover ESG data. PATOne platform can now support ESG analysis and reporting alongside investment, risk, and performance data. The panoramic view of the portfolio financial risk factors, combined with ESG factors, will all be included in one easy-to-use, interactive dashboard. The data acquisition will be automated, operated, and monitored by OTCFin’s data professionals on a round-the-clock basis. 

Being at the forefront of providing data management and risk consultancy solutions, our skilled staff with more than 30+ years of expertise are also ready to provide clients with pragmatic, goal-oriented consultation to solve any possible problems or concerns regarding ESG data incorporation. 

 

-“OTCFin can assist in the various steps of your ESG integration journey with data management and reporting solutions by our team of certified ESG, risk management, and data professionals.”- 


Founded in 1999, OTCFin has been the worldwide leader in risk and regulatory data integration and reporting. The company provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.

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