Morningstar Research has collaborated with wealthtech provider New Wealth Experience to launch an environmental, social, and governance (ESG) investing solution.
It will be used to promote ESG investing across Apac markets.
The tool will help advisers and investors ascertain sustainability preferences and generate an ESG profile.
Then based on a scoring system, the solution provides suitable investment recommendations according to each individual profile.
The profiling capability can recommend individual products such as equities, bonds, mutual funds and ETFs or portfolios, which are derived from Morningstar proprietary data, research and indexes.
‘Empowering investor success’
Loïc Pitrou, co-founder and chief executive at New Wealth, said:”Pilot projects can be launched within a short timeframe of two weeks’ time using our cloud-first and white-labelled web solutions, together with proven connectors to Morningstar ESG data.”
Nick Cheung, chief executive of Morningstar Asia, added: “Empowering investor success is our core mission and with our recent acquisition of Sustainalytics, a globally recognized leader in ESG ratings and research, we can provide investors with ESG insights that allow for the personalisation of portfolios across asset classes.”
