Asset Owners

We give you an information edge with timely, objective ESG Data. Our AI-powered ESG solution helps you select and monitor managers for mandates.

How is Truvalue Labs™ used at Asset Owners?

Manager Selection

Perform deeper due diligence when selecting managers for competence, vigilance and understanding of ESG risks so you can appoint the right manager for each mandate. Track company and overall portfolio performance across material ESG factors and drill down to individual holdings to better understand the drivers of ESG performance.

Manager Monitoring and Dialogue

Monitor and engage constructively with external managers on holdings in their portfolios with deeper, continuously updated ESG data, both positive and negative. Discuss investments during meetings with current ESG insights and data right at your fingertips to inform the decision-making process.

Responsiveness to End Investor Inquiries

Access to both downside and upside ESG data that’s difficult to find anywhere else is a real advantage in effective dialogue with end clients.  See what’s trending, review top and bottom performers, and pinpoint issues down to the original data source for complete transparency.

Portfolio Analysis, Alerts & Reporting

Track company and overall portfolio performance across material ESG factors and drill down to individual holdings to better understand the drivers of ESG performance. Manage risk and avoid being blindsided with timely ESG alerts. Share ESG insights with managers, clients and colleagues using configurable company reports.

Case Study

Brunel Pension Partnership

UK Local Government Pension Scheme (LGPS) Pool Dedicated to “Investing for a World Worth Living In”

As a newly formed pension pool dedicated to responsible investing under a multi-manager model, Brunel needed a means of monitoring ESG integration across all its external managers, portfolios and holdings.

"We like the objectivity of Truvalue Labs’ data that isn’t dependent upon what companies publish about themselves. Their timely, material ESG data helps us to continually monitor the managers in our client partner funds and to evaluate and select new managers."

Faith Ward
Chief Responsible Investment Officer
Brunel Pension Partnership