Research management software provider MackeyRMS is launching ESG Scorecards, a toolkit to improve investment selection, monitoring, and reporting in environmental, social, and governance-focused portfolios. The scorecards are designed to help investment teams grade securities and funds before inclusion in client portfolios, as well as to monitor existing portfolios. Portfolio managers and analysts can use the scorecards to monitor the ESG status of portfolio holdings in real time, and report...
MackeyRMS is a provider of SaaS-based research management software engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.