US Based Financial-Services GRC Firm
Impact Story Scaling Sustainability Research

Scaling Sustainability Research for a Leading Swiss Responsible Investment Organisation

Key Outcomes

4 Years

Strategic Research Partnership

Scalable

Research Capacity

Faster Delivery

Sustainability Research Production

Quality Assured

Across Large Company Universes

Overview

Ethos Foundation supports institutional investors through sustainability research, corporate governance analysis, and responsible investment services. As demand for sustainability data and analytical coverage continued to grow, Ethos sought a long-term research partner capable of scaling research operations while maintaining the quality and consistency expected by institutional investors.

Over the past four years, SustainoMetric has worked as an extension of the Ethos research team, providing dedicated analytical capacity, supporting research production, refining methodologies, and helping expand sustainability data offerings.

What SustainoMetric Delivered

  • check_circle Dedicated Research Team: Established a dedicated team of sustainability analysts working closely with Ethos' internal research teams.
  • check_circle Sustainability Research & Company Analysis: Supported large-scale company research across environmental, social, and governance topics, helping expand analytical coverage while maintaining consistent research quality.
  • check_circle Methodology Support: Worked alongside Ethos researchers to operationalize research methodologies, strengthen analytical consistency, and support the implementation of evolving sustainability frameworks.
  • check_circle Research Operations: Developed standardized research processes, quality assurance procedures, and scalable workflows that enabled efficient delivery across large company universes.
  • check_circle Technology-Enabled Research: Introduced automation and AI-supported workflows to improve research efficiency, data processing, and quality control while maintaining expert oversight.

Engagement Details

Client Ethos Foundation (Switzerland)
Client Type ESG Research & Responsible Investment Organisation
Engagement Long-term sustainability research partnership

Outcomes Delivered

  • trending_up Long-term strategic research partnership spanning four years
  • bolt Scalable research capacity without increasing internal headcount
  • group_add Faster production of sustainability research
  • psychology Consistent research quality across large company universes
  • database Improved operational efficiency through standardized processes and automation

Relevant Capabilities

Research Production Managed Research Operations Methodology Developmeny Company Assessment Data Quality AI-enabled Workflows

Themes

Responsible Investment  Corporate Governance Sustainability Research ESG Data