A SaaS solution enabling
the collation, analysis and
reporting of ESG data from
multiple 3rd-party providers
We enable the investment community to separate the ESG signal from the noise
Data aggregation
engine
Many portfolios suffer from data overload with multiple sources for different asset classes and data points. Our data aggregation engine allows the asset owner to build up a golden copy of their ESG data which then becomes the sole and primary source of all reporting and data-driven decision making. KYF becomes the firm’s ESG Book of Record. This consolidated and auditable view ensures that client institutions can accurately and efficiently meet their ever-increasing ESG regulatory reporting requirements.
Rules and initiatives
developer
Adopt boiler-plate investment rules and intitiatives or design bespoke versions to apply as you see fit to your investment portfolios. Generate real-time breach alerts to ensure ongoing compliance with you investement mandates.
Portfolio look-
through engine
Effortlessly interrogate your ESG data metrics at all investement levels: from a firm-wide view down through multiple fund-of-fund tiers to the individual underlying securities, our look-through engine enables transparent and comprehensive oversight of your investments.
Regulatory report
generator
Our report generation facility enables the automated creation and storage of the ever-increasing number of ESG regulatory reports. The creation of bespoke, in-house reports is a also a feature of the highly intuitive user interface.
Low friction
portfolio upload
Simple bulk-upload of portfolio holdings via XML, CSV, JSON file or directly via API
Ease of integration through
our SaaS platform
​KnowYourFunds is delivered via a secure, browser-based interactive dashboard enabling a seamless integration into our clients' existing workflows