EIRIS Portfolio Manager (EPM)
Provides direct access to EIRIS’ global research universe of 3,000 companies. Designed to facilitate quick, easy and efficient data analysis, EPM supports a wide range of different sustainable and responsible investment approaches.
Flexibility
EPM is an extremely flexible tool which enables you to explore companies as well as issues. Full details of EIRIS' transparent methodology are readily accessible, and it is easy to drill down and access fully sourced detail for each company.
Data is available on all companies in the FTSE All-World Developed Index and the majority of companies listed on the MSCI World Index. Over 80 research criteria covering hundreds of indicators are available on key ESG issues as well as ethical considerations.
EPM enables you to:
- Spot specific issues within a company for engagement
- Benchmark corporate performance against a range of ESG issues
- Create best-in-class rankings of stocks for investment
- Identify stocks that contravene a particular investment policy
- Integrate environmental and social performance with ‘core’ governance concerns
- Combine one or more of the above approaches
- Generate company profiles tailored to your specific interests
- Access key news stories relating to companies’ ESG performance
- Graph global corporate performance on a combination of different issues
Keeping you up-to-date
EPM keeps you in touch with the latest EIRIS research through weekly up-dates. There are also tools to help you track the effects of data changes or any changes you make in your approach.
We would be happy to discuss with you the benefits EPM could bring to your responsible investment process. Contact our client team for a demonstration of how EPM can help you create enhanced portfolios, integrate ESG issues, identify and manage risk, screen portfolios and engage effectively with companies.
