Engineer more sustainable portfolios and decisions
Tailor and optimise your ESG objectives and verify the outcome with factual reporting. Save time and simplify your workflow

SMART ESG
THREE POWERFUL STEPS
Customise your ESG objectives & investment criteria, receive a custom model portfolio, and quantify ESG to your end-investors


An example comparison between a Smart ESG portfolio (dark blue) vs iShares IV MSCI World ESG Enhanced ETF (teal). Further towards the edge = more SDG alignment. Tracking errors are comparable.
Custom indexing and benchmarks
Increase ambition without increasing risk
Create custom indices and benchmarks to achieve investor-specific sustainability objectives. Set your own tracking error limits and Smart ESG will use your risk budget in the most impactful way possible.

An example Smart ESG Biodiversity thematic portfolio vs. MSCI World-equivalent benchmark (black dotted circle). Further towards the edge = more SDG alignment. Tracking errors are comparable.
Thematic portfolio creation
Target over 20 impact outcomes simultaneously
Create portfolios and overlays centred on specific sustainability themes, such as biodiversity, climate solutions, individual or combination of SDGs, and more.

A Smart ESG model portfolio breakdown of sustainable investment and science based target alignment (with improvements vs. benchmark in parentheses). Smart ESG achieved better tracking error than benchmark.
Regulatory and thematic screening
Next-generation screening and exclusions
Screen companies from client-defined universes based on customisable sets of ESG and regulatory factors.
Screens are then optimised simultaneously with risk and impact, ensuring the best possible outcome.
3D asset manager selection
Optimal manager allocations using quantitative methods
Analyse fund candidates and multi-manager allocations in a customisable 3-dimensional space (impact, risk & return).
WHY IMPACT CUBED?
Superior ESG integration

Get in touch
To see how Smart ESG can transform your approach to sustainable investing, get in touch below…