Integrating ESG datasets into investment operations

ESG data plays an increasingly important role in asset management. Total assets under management invested according to ESG criteria has been growing rapidly.

Integrating the required data into the investment management process, including research, asset allocation, benchmarking, performance measurement, and reporting, is critical.

ESG data presents unique challenges for sourcing, integration, and verification before making it actionable. In this paper, we discuss some of these challenges and how best to tackle them.