Fixed Income Managers

Leverage timely, objective, material ESG information to identify and manage risk and preserve capital. 

How is Truvalue Labs™ used at Fixed Income Managers?

Due Diligence

Find risks and opportunities in your universe, combine with fundamental research.  Identify patterns around material factors affecting your portfolio for further analysis.

Positive and Negative Screening

Sort and screen out positive or negative names using Truvalue Platform™ or Truvalue Data™.  Save time finding the right companies to match your investment selection process.

Private Company Analysis

Find information on names where fundamental research is scarce.  Our Truvalue AI™ engine aggregates 100,000+ multi-language sources to find key information on private companies that others miss.

Engagement and Advisory

Help issuers with ESG perception and steer them towards enhanced company disclosures. Lower the cost of capital—lower perceived risk can help future issuance and attract new investors.

Case Study

Zeo Capital Advisors

Fixed income mutual fund manager focused on fundamental credit, risk-adjusted returns and low volatility

San Francisco-based Zeo Capital Advisors considers ESG factors fundamental in assessing a bond issuer’s credit risk. The firm wanted an ESG research solution not simply to rank companies, but to inform its thinking and decision-making process.

“We can’t read every headline, let alone assess its materiality from an ESG standpoint for the last 20 years. That’s the benefit of Truvalue Labs and the effectiveness of their AI.”

Venk Reddy
Founder and Chief Investment Officer
Zeo Capital Advisors

Academic Research Spotlight

The Wharton School
Professor Witold Henisz shares his research on ESG, Material Credit Events, and Credit Risk 

Learn More