2023+ESG科技100强-英文版

Profilesofthe

ESGFINTECH100,theworld’smostinnovativecompaniesdevelopingESGSolutionsinFinancialServicesthateveryfinancialinstitutionneedstoknowaboutin2023Join

Europe’s

Leading

Gathering

ofESG

Leaders

&

FinTech

Innovators12

JUNE

2024

|

LONDONESGFinTechSTheESGFINTECH100

isan

annuallistof100oftheworld’smostinnovativeESGcompaniesoffering

solutionsforthefinancialservicesindustryselected

bya

panelofindustryexpertsand

analysts.Thesearethecompaniesevery

financialinstitution

needstoknowaboutastheyconsiderand

develop

theirESGassessmentand

performanceimprovementstrategies.ThelistispartofaseriesofstudiesthathighlightstheleadingcompaniesinsectorssuchasRegTech,InsurTechandWealthTechtohelpexecutivesstayontopofthelatestinnovations.Companiesthatwonplacesontheprecedinglistsgeneratedhugeawarenessamongfinancialservicesfirms.Manywereapproacheddirectlybybanksandfinancialinstitutions,whileothergotamorewelcomereceptionfromprospectiveclientsandpartners.TheESGFINTECH100

listwillhelpseniormanagementandsustainabilityleadersevaluatewhichESGtechsolutionsinfinancialserviceshavemarketpotentialandaremostlikelytosucceedandhelpfinancialinstitutionsintheirtransitiontonet-zero.CRITERIAThecriteriaassessedbytheAdvisoryBoardandFinTechGlobalteamincludethefollowing:•

Industrysignificanceoftheproblembeingsolved•

Growthintermsofcapitalraised,revenue,customertraction•

InnovationofESGtechnologysolutionoffered•

Potentialcostsavings,efficiencyimprovement,impactonESGimperativesand/orrevenueenhancementsgeneratedforclients•

Howimportantisitforfinancialinstitutionstoknowaboutthecompany?PROCESSRESEARCHESG

FINTECHUNIVERSECONDUCTINTERVIEWS&

SURVEYIDENTIFYESGFINTECH100NOMINATECOMPANIESPUBLISHAnalysetheuniverseofESGsolutionsinFinancialServiceson

FinTechGlobaldatabaseandShortlistcandidatesthatmeet

criteriaalongwithcompaniesnominatedviathewebsiteUndertakein-depthinterviewsorsurveyswithfoundersandCEOsofshortlistedDeterminewhichcompaniesexcelinterms

ofthecriteriaandcanbeclassified

asESGinnovationleadersAnnounceresultstomediaandfinalistsexternal

sourcescompaniesESGIntelligenceEngineWin

the

future

withAI-powered

ESG

intelligenceDO

MORE

|

WORK

SMARTER

|

OUTPERFORMComprehensive

private

andpublic

company

coverage500,000

companies2M+

informationsources65

languagesOngoing

ESG

risk

monitoringSOLUTIONSPre-screeningDue

DiligenceRiskMonitoringCompany

EngagementFORASSET

MANAGERSINVESTMENTBANKSPRIVATE

EQUITY

+

DEBTASSET

OWNERSCORPORATESTRUSTED

BYGet

up

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hello@5ESGFINTECH100ProfilesFounded2015Employees:11-50SegmentsofFinancialServices:ESG/ClimateRisk,ESGIntelligence&DataAnalysis,InvestingProducts/DataRegionsofoperations:TargetMarketsareDACH,Nordics,UnitedKingdom,UnitedStatesFoundedin2015,3rd-eyesanalyticsisaSwissWealthTechcompanythathelpsfinancialinstitutionsimprovetheiradvisoryprocessesforprivateandinstitutionalclientsinEuropeandtheUK.Byfocusingonclients’financialgoals,suchasprovidingforretirementandchildren’seducation,preservingcapital,andachievingspecificreturns,thecompanyisinnovatinginseveralareas:itsrealistic,forward-lookingsimulationsvisualisetheoften-ignoredandnegativeimpactofclimatechangeonclients’financialgoals(provenbyNobellaureateProf.Dr.W.Nordhaus);itimprovestheprobabilityofclientsachievingtheirgoalsthroughhyper-personalisedstrategicassetallocationsthatevenreducetheportfolio’scarbonfootprint;anditintegratesimpactinvestingintoportfolioconstruction.Ultimately,thishelpsfinancialinstitutionsincreasetheshareofsustainableinvestmentsintheirclients’portfolios.

Thecompanycurrentlyemploysaround30people,hasitsheadquartersinZurichandownsafullylicensedsubsidiaryinMunich,Germany.Founded1998Employees:251-500SegmentsofFinancialServices:CorporateAssessment&Reporting,ESGIntelligence&DataAnalysisRegionsofoperations:Switzerland,Europe,MiddleEast,APAC,Africaadditiv’sembeddedfinanceoperatingsystem,DFS®,isanorchestrationplatformenablingfinancialinstitutionstoaccessnewdistributionchannelsthroughaBanking-as-a-Service(BaaS)model.Italsoallowsbankingandnon-bankingproviderstoembedwealthservicesintotheirclientproposition.Whileitsupportswealthmanagerslookingforbest-in-classSoftware-as-a-Service(SaaS)todeliverbetterengagementatgreaterscale.Founded2015Employees:11-50SegmentsofFinancialServices:CorporateAssessment&ReportingRegionsofoperations:Africas(SouthAfrica),Asia-Pacific(Australia,NewZealand,HongKong&Singapore),EMEA(UnitedKingdom)andAmericas(Canada&UnitedStates)ArcticIntelligenceisamulti-awardwinningglobalRegTechfirmthathasdevelopedenterpriseriskassessmentsoftwareenablingregulatedbusinessestobetteridentify,assess,mitigateandmanagetheirfinancialcrimeriskexposures.ArcticIntelligencehashelpedhundredsofregulatedbusinessesinover20industrysectorsand18countriestostrengthentheirdefencesagainstfinancialcrime.ArcticIntelligencesolutionsarecost-effectiveandmulti-jurisdictionalallowingbusinessesregardlessoftheirsize,industrysectororgeographiclocationtoconductfinancialcrimeriskassessmentandmanagevulnerabilitiesconsistentlyacrosstheirentireorganisation.©2023FinTechGlobalandInvestorNetworksLtdREGION:GLOBAL

|SECTOR:ESGCOMPANYRESEARCHPROFILEFounded1999KEYEMPLOYEES:Aachen,GermanyArnaudPicutChiefExecutiveOfficer&ManagementBoardsolutions@Employees:101-250HichamElBonnePRODUCTNAME:aixigo:BLOXX–WealthManagementPlatformChiefTechnologyOfficer&ManagementBoardRegionsofoperation:Germany,UnitedKingdom,Switzerland,Luxembourg,Belgium,Netherlands,Austria,France,Ireland,Denmark,Norway,Sweden,Finland,IcelandChristianFriedrichChiefStrategicOfficer&FounderSubsectors:ESG/Climate

Risk,

ESG

Intelligence

&

Data

Analysis,

Investing

Products/Data,

Banking

Products/DataOFFERINGPROBLEM

BEING

SOLVEDTECHNOLOGYaixigoprovides

the

world’s

fastest

API-basedWealth

Management

Platformfor

creatingindividual,

innovative

andprofitable

wealthmanagement

services!

The

high-performanceaixigo:BLOXX

of

the

Wealth

ManagementPlatformprovide

all

technological

capabilities

forthe

applicationininvestment

advisory,

portfoliomonitoring

andanalysis,

portfoliomanagementandfinancial

planning.Banks

andfinancial

service

providers

facemargin

pressure,

regulatory

complexity

andrising

customer

expectations.

They

thereforeneedinnovative,

transparent,

anduser-friendlydigital

financial

services.

This

alsoapplies

tothenascent

fieldof

ESG,

withitscomplex

regulatoryframework.

For

this

reason,

aixigoextendeditsaixigo:BLOXX

Wealth

Management

Platformwithpowerful

ESGcapabilities.aixigo’s

financial

technologyisuniqueinterms

ofspeedandrivals

the

best

solutionsinscalabilityandflexibility.

Thus,

aixigocustomers

have

a

realedge

over

the

competition.

Howisthis

feasible?

AnAPI-first

approach

and100+

ready

to-use

servicesensure

modularity

andmulti-integrability.

Thisresultsinmaximumflexibility.

Thanks

topowerfulalgorithms

andan

in-memory

database,

aixigo’splatformisincredibly

fast.

Even

flexible

analysestake

placeinless

than

300ms

(almost

real-time).MCC,

high-speedinterconnects,

queuing,

andparallelisation

ensure

mass

suitability.Inpractice,this

means

processing

3,000

requests/

second,equivalent

tocalculating

1

million

bank

depotsin5.5minutes.aixigo’s

platformenables

banks,

financial

serviceproviders

andwealth

managers

tomaster

thechallenges

of

digitalisationandempowers

themwith

speed,

scalability,

andflexibility.

Internationalcustomers,

such

as

Vontobel,

BNP

Paribas,Commerzbank,

andHargreaves

Lansdown,

arealready

benefiting

fromthe

aixigoplatform.aixigo’s

modules

facilitate

a

customer

friendlyquery

of

customer

information

andpreferences,portfolioconstruction

or

reporting.

Financialservice

providers

can

be

confident

that

regulatoryframeworks

andthe

UN’s

17

SustainableDevelopment

Goals

are

met,

while

clients

enjoyan

excellent

service

experience.PRODUCT

DESCRIPTIONaixigo’sproductaixigo:BLOXXisamodularandflexibleopenAPI-basedwealthmanagementplatform.By(currently)offering31standardizedBLOXXmodulesflexiblycombinablebasedonanindustry-leadingarchitecture,itenablesfinancialserviceproviderstocreateindividual,valueaddingjourneysfortheirclientsaswellastheiradvisors.Thehigh-performanceaixigo:BLOXXofourWealthManagementPlatformprovidealltechnologicalcapabilitiesfortheapplicationininvestmentadvisory,portfoliomonitoringandanalysis,portfoliomanagementandfinancialplanning.Havingalreadyspentthepast25yearsinthewealthmanagementspace,wecanprovidebespokewealthmanagementjourneyswitharapidtimetomarket.TorespondtotheevolvingESGregulationsandthestrongcustomerdemandforESG-compliantinvestments,aixigoexpandeditsaixigo:BLOXXWealthManagementPlatformwithavarietyofcapabilitiesaroundESG-compliantservices.WehaveforinstancemodifiedourClientProfiling,Goals&Constraints,PortfolioConstruction,Compliance,AnalyticsandReporting:BLOXXtocoveradditionalESGrequirements.Thisensures,thatthe17SustainableDevelopmentGoalsoftheUnitedNationsandothersustainabilityfactorscanbedirectlyincorporatedintofinancialservices.Individualportfoliomanagement,sustainability,digitalizationandefficiencytherebymergeintoanewkindofcustomerexperiencethatofferstheanswerforaresponsibleapproachtothetopicofsustainability.Basically,thehigh-performanceaixigo:BLOXXWealthManagementPlatformallowsbanksandfinancialinstitutionstoofferinnovativevalue-creatingservicesandtogainasignificantefficiencyboostwhileensuringadherencetoallcomplianceandregulatoryrequirements.Ourflexiblyintegrableandscalablesolutionssupportabank’smodernITstrategy.TRACTION/GROWTH•

Leadingglobalfinancialserviceprovidersalreadybenefitfromaixigo’swealthmanagementplatform,suchasradicant,Vontobel,BNPParibas,Commerzbank,Consorsbank,DekaBankandHargreavesLansdown•

Tocreateinnovative,efficientandcustomer-friendlysolutionsaixigopartnerswiththebestindustryplayers,suchasZühlke,Synpulse,Ti&mandGFTThisdocumentisbeingprovidedforinformationpurposesonly.Itisnotdesignedtobetakenasadviceorarecommendationforanyspecificinvestmentorstrategydecisions.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesHow

aixigo

is

empowering

financial

firmsin

the

sustainable

investment

eraAs

investors

continue

to

demand

sustainable

investing,

aixigo

is

helpingfinancial

institutions

provide

these

services

to

clients.aixigohasadeepcultureofinnovation,anditsproductsarepoweredbyspeed,flexibilityandcutting-edgetechnology.Thisisnowmoreimportantthanever,saysSteiner.Thefinancialmarketisahighlycompetitivespace,andmarketdemandsareconstantlychanging.Forexample,overthepastthreeyears,firmshavehadtonavigateaseismicshiftinoperationsandcustomerexpectationscausedbytheCovid-19pandemicandthenagaininthecurrentturbulentfinancialmarket.Toavoidbeingleftbehindbythecompetition,financialinstitutionsneedtostayaheadofthecurve.Steinerpointsout,“Thingsthattodayareconsideredaninnovationarehygienefactorstomorrow.Thatmeansthatspeedininnovationiskey.”Financialservicesproviderscannotaffordtoconsistentlyimplementnewsolutions,soaplatformlikeaixigo’sthatboastsmodularityandintegrabilityprovidesbankswithafoundationtheycaneasilyexpanduponinthefuture.Further,italsoallowsbankstotakeadvantageofaixigo’sswiftinnovationcyclebyrapidlyintegratingnewoff-the-shelfsolutions.Helping

financial

institutions

adopt

sustainableinvestingSustainableinvestinghasbecomeanincreasinglypopulartopic.ConsumersarebecomingmoreactiveinsupportingbusinessesAlmostaquarterofacenturyago,duringthestockmarketboomofthelate90s,aixigowasbornwithaprofoundmission:to“makeinvestors”.Itsname–aportmanteauofexigo,theGreekwordforexplain,andAixlaChapelle,theFrenchnamefortheGermantownofAachenwhereaixigoisheadquartered–perfectlydescribeswhataixigo’sfoundingfathers,Dr.RüdigervonNitzsch,ErichBorschandChristianFriedrich,envisionedasthecompany’spurpose:Abusinessthatdrawsontechnology,researchandbehaviouralfinancetohelpnoviceinvestorsimprovetheirfinancialliteracyaroundthecapitalmarkets.thatsharetheirideals,governmentsareincreasingregulationtomakeESGastandardwithinbusiness,andcompaniesarelookingtoadaptoperationstomeetthenewmarketdemands.Amongthisdrive,sustainableinvestinghasbecomeanimportantfeatureforfinancialinstitutions.Infact,areportfrom

CapitalGroupclaimedthataround89%ofinvestorsconsideredESGwhenmakinginvestmentdecisions.Similarly,85%ofassetmanagersseeESGasamajorpriority,anIndexIndustryAssociationreportindicates.“Ofcourse,ESGisaregulatorytopic,but

impactinvestingisanextremelyimportantbehaviouraltrend,notonlyfortheyoungergenerations,”Steinersaid.“Peopleliketoinvestinmattersoftheheart;theyliketoseehowtheyasindividualscancontributetocausesthatareimportanttothem.Thiskindofinvestmentbehaviourwasreservedforverywealthyindividualsuntilafewyearsago.”DeliaSteiner–CountryManager,Switzerland&Liechtensteinataixigo–commentsonthis,“Eventhoughourbusinessfocushasshiftedovertheyearstowardsofferingahigh-performingwealthmanagementplatformforthefinancialindustry,theseprinciplesarestillpartofourDNA.Wearecommittedtoconstantlycreatinginnovative,realadded-valuesolutionsthatminimizecomplexityandsimplifylifeforbothadvisorandclient.Werealizethisbycontinuouslyrefiningourproductstogetherwithourcustomers,gearedtowardsrealclientneedsandemergingmarkettrends.”“Today,wehavethetoolstoempowereveryonetoinvestvalue-orientedandtoseetangibleoutcomesfromtheirinvestments,notonlyintermsofgrowingwealth.Hyper-personalisationissomethingwearealreadyusedtoinotherindustries,andwealsoexpectitfromourwealthmanagers.Ifwearenotwillingtoloseclientstoproviderswhohavebeenfastertoadapt,weneedtoofferthistoclients.”Today,aixigooffersaixigo:BLOXX,afullyAPI-basedwealthmanagementplatformthathelpsfinancialinstitutionscreateindividual,innovativeandprofitablewealthmanagementservices.Theaixigo:BLOXXWealthManagementPlatformoffersbanksandwealthmanagersamultitudeofflexibleandperformantplug-and-playmodules,theaixigo:BLOXX,forinvestmentadvisory,portfoliomonitoringandanalysis,portfoliomanagementandfinancialplanning.©2023FinTechGlobalandInvestorNetworksLtdESGFINTECH100ProfilesSustainableinvestinghasbeenontheradarofaixigoforseveralyears,anditwasonlylogicaltosupportsustainableinvestingviaexpandingtheaixigo:BLOXXWealthManagementPlatform.“Aswecontinuetoadvanceourwealthmanagementplatform,wealwayskeepaneyeontrendsaswellasfutureregulatorydevelopments.”,Steinersaid.“ItwasthereforeevidentthatESGrequirementsaswellasfoundationsforimpactinvestingwouldbeincorporatedintooursoftwaresoonerratherthanlater.Furthermore,thefieldofESGholdsgreatpotentialtoreducecomplexitybymeansoftechnologyandtopromotetransparencyandtrustonthepartoftheclient.”triggeremotions–theirimpactdoes.Ifyoucanshowaclient,forexample,theeffectthatreallocatingcertaininvestmentstomoreenvironmentallyfriendlyonescanhave,hewillbeextremelygrateful.ThatiswhywesupportbanksandwealthmanagersinincorporatingESGcriteriaintoadvisoryprocesses,portfolioconstructionandanalysis,andreportinginaclient-andadvisor-friendlyway.”Steineralsounderlinedthatmanyfirmsareunawarehowcriticalauthenticityisintheworldofsustainableinvesting.Governmentscontinuetocounterfirmstryingtogreenwash,andconsumersarewillingtoavoidfirmsfoundguiltyofdoingso.IfafirmispostulatingtoofferESG-compliantservicesbutignoressustainabilityaspectsinitsownbusinesspractices,itislikelytostruggleinthefuture.Theaixigo:BLOXXWealthManagementPlatformisbasedonpowerfulalgorithmsandanin-memorydatabase,makingitincrediblyfast.Forexample,ifanadvisorwantedtocompleteaflexibleanalysis,itwouldbecompletedinunder300ms–essentiallyreal-timespeeds.Ontopofthis,theAPI-firstapproachoftheplatformmeansthesolutionallowsforquick,easyandseamlessintegrationwithexistingandprospectiveinfrastructuresandservices.Thiseliminatestheneedtouseseveralisolatedsolutions.Finally,byboastingover100ready-to-useservices,theAPI-basedaixigo:BLOXXWealthManagementPlatformeasilyallowsintegratingadditionalmodulestoextendtheadvisorycapabilities.Why

pick

aixigo

for

sustainable

investingsolutions?Giventheincreasedmarketdemandandregulatoryframework,Steinerhighlightsthatthenecessaryadditionofsustainableinvestingpreferenceswithinportfolioconstructionallowsformoreindividualisedandclient-specificservices,butalsomakesitmorecomplex.However,aixigo’splatformmakesiteasytocapturesustainableinvestingpreferencesandoffersahighlyrobustwaytoincludethisdataintowealthmanagement.ESGdataspecificallycomesinvariousformats–absolute,binaryorpercentage.aixigoensuresthatallthesedatatypesareincorporatedintotheportfoliocalculations,withoutcompromisingspeedorcompliance.Thisnotonlyassurescomplianceforthebank,butevenallowsittoofferhighlypersonalisedservicesthatgiveclientsaclearpictureoftheirinvestingfootprint.With

aixigo

as

our

partner,

wehave

a

powerful

digital

wealthmanagement

engine

thatradicant

can

use

to

manage

amassive

amount

of

portfoliosusing

leading

technologies,while

at

the

same

time

cateringto

the

needs

of

the

endOneofaixigo’shappypartnersisradicant,aSwissdigitalbankwithastrongfocusonsustainability,whichleveragestheaixigo:BLOXXWealthManagementPlatformforitsportfoliomanagementandinvestmentadvisoryservices.radicantChiefSustainableInvestmentOfficerDrJanAmritPoserhighlightsthevalueofthispartnership,“Withaixigoasourpartner,wehaveapowerfuldigitalwealthmanagementenginethatradicantcanusetomanageamassiveamountofportfoliosusingleadingtechnologies,whileatthesametimecateringtotheneedsoftheendcustomers.”customers.Astowhatmakesaixigoaperfectpartnerforfinancialinstitutionslookingtooffersustainableinvesting,Steinerhighlighteditsmarketreputation.Shesaid,“Wehavealreadyprovenmanytimesthatweareatechnologicalleaderandafuture-proofpartnerforfinancialinstitutionsthatwanttostayaheadoftheinnovationcurve.Andoursustainableinvestingsolutionprovidesanotherproofforthis.ItisbuiltuponourAPI-basedaixigo:BLOXXWealthManagementPlatformwhichprovidesalltechnologicalcapabilitiesforcreatingindividual,innovativeandprofitablewealthmanagementservicesintheareasofinvestmentadvisory,portfoliomonitoringandanalysis,portfoliomanagementandfinancialplanning.“Inthisway,oursolutionslaytheperfectfoundationforbanksandfinancialserviceproviderstocountermarginpressure,regulatorycomplexityandrisingcustomerexpectations.”Challenges

facing

sustainable

investingArguablyoneofthebiggestchallengesaixigoseesfirmsfacingwithESGorimpactinvestingisthefactthatitrequiresprocessingavastamountofcomplexdata.Ontopofthis,Steinernotedthattheimpactofinvestmentsisoftennotdetailedtoclientseffectively.Firmsoftentimesstruggletogeneratemeaningfulandpersonalizedinsightsforclients,whoareoftenleftconfusedorunsureaboutthe(desired)impactoftheirportfolio.Basedonawell-thought-outconcept,oursolutionenablesanoptimalserviceexperiencefortheclientanduserexperiencefortheadvisor.Besides,itperfectlymatchescurrentmarketneedsasclientsareincreasinglydemandingsustainableinvestmentofferings.”“WhenaskingaclienthowmanytonnesofCO2hisportfolioshouldbeallowedtoemit,hewillnotbeabletoanswerthisquestion.Instead,askinghimwhetherhewantstoreducehisemissionswouldbemucheasier.Figuresbythemselvesdonot©2023FinTechGlobalandInvestorNetworksLtdThe

aixigo:BLOXX

WealthManagement

PlatformbringsESGtothewealthmanagementsector„„Figuresbythemselvesdonottrigger

emotions–impact

does.That

is

whywesupportbanksand

wealth

managersin

incorporatingESG

criteria

into

advisory

processes,

portfolio

construction

and

analysis,and

reporting

in

aclient-

and

adviser-friendly

way.Learn

more

about

our

solutions

by

visiting

or

contact

solutions@.REGION:GLOBAL

|SECTOR:ESGCOMPANYRESEARCHPROFILEFounded2021KEYEMPLOYEES:Paris,FranceGuillaumeLESAGEdpo@Employees:501-1,000AmundiAM-COOBenjaminLUCASAmundiTechnology-CEOPRODUCTNAME:ALTO*SustainabilityRegionsofoperation:Europe,UnitedKingdom,China,IndiaDennyDEWNARAINAmundiTechnology-Headofproductstrategy,marketingandinnovationSubsectors:ESG/Climate

Risk,

ESG

Intelligence

&

Data

Analysis,

Banking

Products/DataOFFERINGPROBLEM

BEING

SOLVEDTECHNOLOGYFiveunique

offerings:ESGandresponsible

finance

represent

majororganizational

challenges

that

require

rethinkinginvestment

strategies,

portfolioanalysis

anddecision-making

tools.

Amundi

Technologythrough

ALTO*

Sustainability

ispoweringsustainable

andESGinvesting,

enablinginstitutional

investors,

asset

andwealthmanagerstoeasilyaccess

andintegrate

ESGdata

intotheALTO*

portfoliomanagement

platformtoaligninvestment

decisions

withtheir

ESGandclimategoals.ALTOSustainability’s

ESGdata

andpoliciesintegrate

intoasset

managers’

Portfolio1.

Tools

andservices

tomanage

andanalyseportfoliowithESGanalyticsManagement

Systems

(PMS)

seamlessly

whichenables

data

toflowthroughout

the

entire

valuechain,

ultimately

allowing

portfoliomanagers

toassess

the

ESGcriteria

quality

of

their

investments.ALTOSustainability

utilises

AI,

Machine

LearningNLP

tobe

scalable

which

handles

the

continuouslygrowing

volume

of

data,

flexible

enough

todealwithitsvolatility,

industrializedenough

tokeeptheprocess

efficient

andtominimize

the

operationalrisk.2.

Amundi’s

data

governance

with55

expertsdedicatedtoESGdata

analysis,

integrationandsolutions.3.

Data

diversity

management,

withconnection

to20

ESGdata

providers4.

Benefit

frominnovationandAmundiTechnology’s

InnovationLabwho

look

intoNLPandNLU5.

SFDRcompliant

andabilitytoproduce

reportingPRODUCT

DESCRIPTIONESGandresponsiblefinancerepresentmajororganizationalchallengesthatrequirerethinkinginvestmentstrategies,portfolioanalysisanddecision-makingtools.AmundiTechnologythroughALTO*SustainabilityispoweringsustainableandESGinvesting,enablinginstitutionalinvestors,assetandwealthmanagerstoeasilyaccessandintegrateESGdataintotheALTO*portfoliomanagementplatformtoaligninvestmentdecisionswiththeirESGandclimategoals.ALTO*Sustainabilityisacloudandopen-sourcesolutioncentralizingallsustainableissuerdataintothecoreinvestmentdatasetandacrosstheintegratedfront-to-backworkflowforportfoliomanagers,analysts,andoperations.AmundiTechnologyclientsbenefitfromdataservicesforESG,climate,biodiversity,andregulatoryanalyticscoveringdatasourcing,controls,andgovernance.Inadditiontothis,ALTO*SustainabilityprovidesuserswithinnovativetoolsandinterfacesneededforESGdatavisualization,portfolioanalysis,design,climatestresstest,investmentcompliancecontrol,andreportingproduction.ALTO*SustainabilitycentralizesallESGdataintothecoreinvestmentdatasetandacrosstheintegratedfront-to-backworkflow:1.GiveusersthedataandtoolsneededtoconsolidateESGandsustainabilityanalyticsandcreatecustomscoringmethodology;2.DisseminatedataintotheentireALTO*platformforESGdatavisualization,portfolioanalysis,investmentcompliancecontrol,andreportingproduction.

“ALTO*SustainabilityallowsourclientstoharnessESGmetricsfrom20dataprovidersthushelpingthemachievetheirsustainableinvestmentgoals.ThesolutionbenefitsfromdeepandlongstandingESGknowledge,expertise,andtechnologycapabilitiesallowingclientstofocusontheircorebusiness.”

GuillaumeLESAGE,ChiefOperatingOfficerofAmundi.ESGinvestingchallenges:Nowadays,ESGrepresentsagrowingdemandandamajororganizationalchallengethatrequiresrethinkinginvestmentstrategies,portfolioanalysisanddecision-makingtools.Technology,asALTO*Sustainability,nowoffersrelevantandadaptedsolutionsfordeveloping,building,anddeployingESGpoliciestoempowersustainableandsocialinvesting.Thisdocumentisbeingprovidedforinformationpurposesonly.Itisnotdesignedtobetakenasadviceorarecommendati