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The sustainable investment assessment: Data and methodologies
Journal of Securities Operations & Custody,
13
(1),
72-81
(2020)
Abstract
Sustainability has been making an impact across many industries, and within Financial Services, it has changed the methods and motives in which investors grow their wealth. The data and analytics surrounding sustainable development goals have been key to providing the right information to determine the effects, whether they be risks or opportunities, of an investment, and whether it aligns to an investor’s sustainability objective. As the scope of information available and the methodologies for assessing, qualifying and using this data continues to evolve, the pre- and post-trade world is working towards integrating this notion into their business strategies and aligning to new adviser and investor values. Using examples in Fixed Income from Beyond Ratings delivered via The Yield Book, London Stock Exchange Group, this paper will discuss some of the sustainable data available within financial services, how effective qualitative and quantitative data elements are in this analysis, and how the pre- and post-trade communities have been adopting these data elements into their processes.
Keywords: sustainability; data; analytics; ESG; regulation; investment
The full article is available to subscribers to the journal.
Author's Biography
Maryse Gordon has worked with financial software since 2006 and gained a wealth of knowledge and experience ranging from product development and support, to product management and pre-sales. Staring her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Senior Pre-Sales and Business Development Manager covering the regulatory compliance, risk and controls, and data solution offerings. In demonstrating and delivering details on the application capabilities and supporting the overall sales process, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite. Now based in the USA, Maryse plays a fundamental role in driving and generating new business for the organisation.
