Asset Managers

Turn sustainability into decision useful intelligence - not just reporting

We support asset managers in integrating sustainability across investment processes, regulatory reporting, and client communication through structured research, scalable operations, and AI-enabled intelligence.

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Our services

Structured sustainability frameworks that identify risk, surface insight, and run the data infrastructure behind every stage of the investment lifecycle.

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Regulation & risk intelligence

Ensure defensible disclosures, reduce regulatory risk, and strengthen fund positioning.

  • check_circleSFDR reporting & EU Taxonomy alignment
  • check_circleFund classification & disclosure management (Article 6/8/9, SDR readiness)
  • check_circleDNSH and regulatory compliance assessments
  • check_circle Sustainability integration & fund positioning
  • check_circleStewardship and engagement strategy support
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Research & portfolio intelligence

Translate sustainability signals into investment-relevant insights - beyond raw data.

  • check_circlePortfolio sustainability risk assessment
  • check_circlePrivate asset coverage & ESG research
  • check_circleControversy monitoring & risk alerts
  • check_circleTransition risk & thematic exposure analysis
  • check_circlePortfolio look-through & transparency analysis
  • check_circlePeer benchmarking & competitive positioning
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Data infrastructure & managed operations

Deliver sustainability at scale - without scaling internal teams.

  • check_circleESG data management & quality assurance
  • check_circleRegulatory reporting production
  • check_circleInvestor reporting & factsheet support
  • check_circleRFP & DDQ sustainability responses
  • check_circleStewardship reporting & engagement tracking
  • check_circleReporting infrastructure & audit readiness

AI-Enabled Sustainability Intelligence

Our AI agents accelerate data collection, structuring, and monitoring, while expert validation ensures accuracy and defensibility.

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Sustainability Intelligence Platform

Centralized system to manage, standardize, and analyze sustainability data across portfolios.

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Regulatory Reporting Agent

Supports structured outputs aligned with SFDR, Taxonomy, and other frameworks.

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KPI Ingestion Agent

Standardizes sustainability indicators across issuers and funds.

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Portfolio Analytics Engine

Enables portfolio-level insights, exposure analysis, and benchmarking.

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Private Company Intelligencer

Automates private company data extraction and engagement.

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Controversy Monitoring Agent

Tracks ESG-related incidents and issuer risks in near real-time.

How We Deliver

Built for scale, consistency, and defensibility

01

Embedded support across investment, sustainability, and reporting teams

02

Standardized framework and workflows

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AI-enabled data extraction and processing

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Expert validation and quality assurance

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Audit-ready outputs and documentation

Outcomes We Deliver

Beyond reporting –Turning ESG complexity into investment clarity

Helping asset managers transform sustainability from a reporting requirement into a scalable investment and risk intelligence capability.

1

Defensible, audit-ready regulatory disclosures

2

Stronger integration of sustainability into investment decisions

3

Scalable research and reporting operations.

4

Improved portfolio transparency and stakeholder confidence

Case Studies

Real-world impact and decision-grade intelligence delivered across global markets.

Strategic Sustainability Partnership

1. Strategic Sustainability Partnership for a Global GRC Leader

Delivering scalable sustainability research, regulatory intelligence, and private equity support through dedicated expertise, standardized processes, and technology-enabled delivery.

ESG Data & Rating Providers Private Equity
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Human Rights Due Diligence

4. Human Rights Due Diligence for High-Risk Supply Chains

How SustainoMetric helped develop practical Human Rights Due Diligence tools to strengthen investor decision-making and improve labour risk management across SME supply chains in Southeast Asia.

Corporates & Supply Chains Asset Managers NGOs
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Let’s explore what decision-grade sustainability intelligence looks like for your organization

A short diagnostic conversation to understand your regulatory requirements, data gaps, and sustainability priorities followed by a clear, scoped approach.

Step 1

Discovery

Understand your regulatory obligations, portfolio/supply chain exposure, and priorities

Step 2

Diagnostic

Identify gaps in data, workflows, and disclosure readiness

Step 3

Proposal

Defined scope, deliverables, and execution plan