Environmental, social and governance matters are increasingly important to investors. As the pressure on investment managers intensifies, they’re turning to technology to help them get the most out of ESG.
ESG: GOOD FOR THE PLANET, PEOPLE AND PROFITS
TREND SHEET
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LETS SOLVE SUSTAINABLE INVESTING
Historically, trailblazers of sustainable investing sacrificed high returns to support their cause. Their bottom line showed mediocre performance, and so did yours. Today, they perform just as well or better, with equal or lower fees and less volatility.
As your investment strategies evolve to include ESG factors, you need a portfolio management solution that streamlines operations. The resulting efficiencies benefit your agility, which translates into greater earning potential for you.
ESG AND RETURNS
Investors have always expected strong returns, but in recent years, they’ve begun demanding more diverse asset choices and a broader array of investment strategies. Now they want even more; they’re seeking options that reflect societal values.
To support these initiatives, you need a flexible solution that integrates seamlessly with leading market data providers, making it easier to navigate and manage your investment portfolio.
ESG AND CHOICE
As ESG investing becomes more common, the regulatory risk associated with nondisclosure rises for companies that make inaccurate, untruthful or incomplete claims. Not surprisingly, regulations around ESG disclosures are growing on a global scale.
Investment managers can lighten the burden with rigorous pre- and post-trade hypothetical testing and automated reporting. Create a complete audit trail to ensure precision, transparency and data integrity across every asset and accounting entry.
ESG AND COMPLIANCE
Money invested in ESG has doubled in one year, capturing $51.1B of new money in 2020. Deloitte predicts that by 2025, ESG-mandated assets could grow almost 3x as fast as non-ESG. Among the all-important millennials, 95 percent are interested.***
Capture your share of this growing market efficiently using an advanced solution that enables you to identify and add assets that support a sustainable investment strategy and simplified compliance testing.
ESG AND GROWTH
Support your investors’ ESG or sustainable investing strategy with confidence. Find out how FIS® Buy Side Portfolio Manager is increasing investment efficiency and ensuring compliance – so that you can grow your business and capture the next generation of investors.
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Doug Adams, experienced actuary and pre-sales lead, Insurance, FIS
In management reporting today, there’s a lot of ‘actuarial judgment’ and back-of-the-envelope calculations. Although there’s some flexibility about which line items to include, LDTI disclosures will be more formalized and closely audited.
Dr. Matthew J. Bell
EY UK&I Climate Change and Sustainability Services Leader
Companies that perform well on ESG are less risky, better positioned for the long term and better prepared for uncertainty.
Rob Barg, service owner, Prophet Managed Cloud Services, FIS
For LDTI, you’re reporting not only final numbers, but also the steps you took to get there, including a lot of interim model runs. From naming and dating conventions to tracking what went into what run, all these processes must be cleaned up and controlled in a way that’s fully automatable.
Dave Nadig
ETF Trends and ETF Database Chief Investment Officer and Director of Research
We’re in the middle of a $30 trillion intergenerational wealth transfer from baby boomers to their children … people from 25 to 40 years old simply think about their investment decisions differently.
Number of sustainable funds available in 2020
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Increase in funds over 2019
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of S&P 500 companies publish
corporate sustainability reports annually**
*Morningstar
**G&A Annual 2020 Flash Report
***Morgan Stanley Sustainable Signals report, May 2020
©2021 FIS FIS and the FIS logo are trademarks or registered trademarks of FIS or its subsidiaries in the U.S. and/or other countries. Other parties’ marks are the property of their respective owners. 1333312
linkedin.com/company/fis
twitter.com/fisglobal
www.fisglobal.com
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