SOPIAD revolutionises ESG Investment in collaboration with KeeSystem
Our member, SOPIAD, has teamed up with KeeSystem to transform ESG (Environmental, Social, and Governance) investment reporting. This partnership marks a significant milestone in enhancing sustainability-focused investment management.
In a pioneering collaboration, KeeSystem and SOPIAD have joined forces to revolutionise the analysis and reporting of ESG investments for wealth managers and private banks. This unprecedented partnership integrates SOPIAD's client-centric ESG ratings into KeeSystem's portfolio management software, KeeSense. The integration streamlines ESG investment analysis, consolidation, and reporting processes, offering wealth managers unparalleled capabilities.
Through seamless integration, wealth managers can now access SOPIAD's personalised portfolio diagnostic solution, SAFIR, directly within KeeSystem's KeeSense software. This integration enables wealth managers to capture and analyze their clients' sustainable preferences efficiently. The process involves capturing sustainable contributions, key negative impacts, and sustainable development goals, providing a comprehensive understanding of clients' ESG preferences.
The partnership between KeeSystem and SOPIAD represents a significant advancement in sustainable investment management. By providing wealth managers with powerful tools for ESG analysis, consolidation, and reporting, this collaboration empowers them to drive positive change in the financial industry.