PortageBay - Sustainability Copilot
- Environmental data
- Governance data
- Social data
- ESG-to-Financial Factor Models
- Transition Assessment Models
Brief description of the data offering
It is overwhelming to discover investment insight from hundreds of ESG factors across many pools of information. PortageBay changes this.
PortageBay is a sustainability analytics platform that is intuitive, transparent, and insight-driven. Proprietary “sustainability x AI” technologies analyze structured, unstructured, and alternative data, on 9000+ companies which represents 85% of globally listed stocks.
Analytic tools include predictive insights on decarbonization assessments, forecasting financial impact from sustainability initiatives, emissions tracking, rapid benchmarking and visual scorecards. Portfolio tools include various reporting templates and portfolio optimization tools.
PortageBay’s clients include global asset managers, pension funds, and sustainable finance, with a client network that manages $2+ trillions in AUM.
The data offers solutions for:
- Carbon footprinting
- Climate scenario analysis
- Investment decisions and portfolio insight
- Reporting: EU Regulations
- Reporting: Other Regulations
- Reporting: SFDR
- Reporting: TCFD
- Reporting: UN SDGs
- Temperature alignment
- Transition plan assessments
- Forecasting impact of ESG initiatives on financials
Where and how do you source your data?
PortageBay captures ESG data from company sustainability reports, annual reports, sustainability auditor reports, policy documents, websites, and other publicly available documents.
PortageBay cleans and transforms the raw data to the ISSB/SASB standard. This means investors have consistent and comparable data. Additionally, PortageBay presents alternative data to provide investors with a 360 view perspective, reducing reliance on voluntary corporate disclosure, to reduce greenwashing risk.
PortageBay’s data is auditable to the source documents. Our data collection program combines proprietary NLP technologies with human verification. Machines gather, process, and analyze data at a planetary scale, across 200,000+ websites, 100 countries and 65 languages. Quality of data is enhanced by statistical and reliability algorithms.
Clients additionally can integrate and overlay their own data on PortageBay’s analytic platform.
Who are the data users?
- Financial institutions