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Tailored ESG strategies for discerning clients

Align your clients' portfolios with their values through tailored ESG solutions and client-friendly reporting.

As unique as your clients

Personalisation at scale

Use SmartESG to tailor custom funds or portfolios that reflect each client's individual values, enabling you to create strategies that not only meet but surpass industry benchmarks. This approach allows wealth managers to apply bespoke ESG integration at scale, ensuring personalised investment paths are accessible for all clients.

  • Harnesses the breadth and depth of our datasets to build tailored investment solutions across:

    - Biodiversity

    - SDG alignment

    - Climate

    - 2,300+ product and service classifications

    - Carbon, waste, water

    - Gender equality

    - Plus 100+ more ESG factors

  • Go beyond traditional market indices, creating bespoke benchmarks that reflect your client's or plan member's unique sustainability objectives and risk preferences. Whether it's carving out a low-carbon footprint, enhancing gender diversity, or integrating specific ESG factors, SmartESG offers the flexibility and precision needed for investors to stay ahead in a rapidly evolving market landscape.

  • Seamlessly integrate ESG into your offerings without the need for new data providers, extensive training for current teams, or hiring specialised quants. Accelerate your market presence with ease.

Tell your impact story

Seamless plan member reporting

With our online analytics platform, you can create quick and accurate reporting for your plan members in a way that makes sense to them.

Precision with every choice

3D manager and security selection

View your selection of managers or funds in a 3D space, ensuring the right mix of ESG, risk, and return in every decision.

Our data is used by leading institutions such as S&P Dow Jones Indices, JP Morgan and Euroclear.

Trusted data

One-click client reports with clear investment equivalents and impact illustrations to tell your impact story. 

Intuitive reports

For institutional & individual investors, climate-focused for TCFD reporting, EU regulatory reports for EU SFDR/PAI, Taxonomy, and Article 8 & 9.

Regulation ready

Covering biodiversity, climate, corporate factors, SDG alignment, sovereign debt, regulatory, 2,300+ product and service classifications and regional revenues.

Unique datasets

Built on quantitative data

Why Impact Cubed

We rely on Impact Cubed for precise ESG insights, enriching client reports and bolstering regulatory compliance.

RBC Wealth

Impact Cubed have vastly improved our portfolio analysis, providing us with the depth of ESG insights we need to make informed, impactful investment choices.

Brown Brothers Harriman

The team at Impact Cubed are transparent about their methodology and how their data is produced, so we decided to partner with them.

Castlefield

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Explore our data instantly

Explore a selection of top global funds on our online analytics platform for free.

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