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

By: Banking CIO Outlook | Wednesday, October 14, 2020

New York, NY - 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 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 now 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 professionals on a round-the-clock basis.

Being at the forefront of the data management and the risk consultancy, the 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.

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