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To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors

Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios.

In order to meet the growing demand for environmental, social and governance (ESG) analysis from investors and advisors, global Fintech leader Broadridge today announced an enhancement to its Fi360 Fiduciary Focus ToolkitTM, allowing financial advisors to leverage ESG rating data from OWL Analytics when evaluating investment decisions.

"Interest in ESG investments is accelerating among U.S. investors and they are looking to advisors and plan sponsors to provide the desired products to meet their financial and personal goals. This is both an opportunity and a challenge for fiduciary advisors," said John Faustino, Head of Broadridge's fiduciary certification and training solutions. "It is a natural evolution of the Fiduciary Focus Toolkit to help advisors identify ESG exposures that align with sound fiduciary due diligence."

The Fiduciary Focus Toolkit, a web-based software solution that provides analytical, management and reporting features for investment managers, enables advisors to implement a prudent investment process. Through this enhancement, advisors can use the ESG scoring as standalone screening criteria or in conjunction with other metrics like returns, alpha or the Fi360 Fiduciary Score®, giving advisors the ability to search for and monitor funds on pecuniary merit first and then overlay the ESG screening.

ESG ratings from OWL Analytics will automatically update for advisors monthly within the Fiduciary Focus Toolkit. Investments are scored for overall ESG factors as well as the individual environmental, social and governance level so advisors can perform the analysis based on what's important to the client or retirement plan.

"OWL Analytics is on a mission to empower financial professionals with up-to-date, unbiased ESG analytics," said Benjamin Webster, CEO and President, OWL Analytics. "We are thrilled to fuel the Fiduciary Focus Toolkit with ESG ratings because it broadens access by giving fiduciaries the opportunity and flexibility to make ESG a part of their investment screening process."