Get value-aligned investors onboard.

Engage your private banking clients, wealth management clients and retail investors with fund/portfolio-level messaging that shows how your investee companies are transitioning to support a more sustainable world.

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Ease of reference

We assess the socially responsible activities of investee companies against United Nation's (UN's) Sustainable Development Goals (SDGs).

Positive impact performance metrics

High Net Worth Individuals (HNWI) through to your retail investment market, will easily relate to the positive impacts that your investee companies are achieving.

Managed funds

See New Zealand and Australian managed funds.

Retirement savings

Monitor your retirement savings.

Get fund/portfolio-specific performance metrics

See responsible investing performance metrics at a fund-level and provide portfolio-level reporting that complements your existing fund performance reporting.

Get relevant alerts

Get alerts you can use to remind your wealth clients and retail investors how their managed investments are supporting investee companies' transition to be good.

Managed funds

See New Zealand and Australian managed funds.

Retirement savings

Monitor your retirement savings.

Property

Keep an eye on the price of your own property, or your investment property.

Other

Savings, term deposits, crowd-funding - you can check them here.

Reassure your clients of the sustainable activity that their investment portfolio is supporting.

Show your investors their best performing fund, or assets, by SDG, at a portfolio-level.

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Support acquisition and retention activity

Enhance your client conversations with personalised reporting and messaging.

Gain advocates

Enable your wealth clients and retail investors to easily relate to, and engage with, their investments.

Managed funds

See New Zealand and Australian managed funds.

Retirement savings

Monitor your retirement savings.

Increase word-of-mouth promotion

Show SDG performance that your private banking clients and retail investors can easily share with others.

Enhance your reputation

Use finappster to build your reputation by promoting your sustainability credentials with your clients.

Managed funds

See New Zealand and Australian managed funds.

Retirement savings

Monitor your retirement savings.

Property

Keep an eye on the price of your own property, or your investment property.

Other

Savings, term deposits, crowd-funding - you can check them here.

Socially responsible stocks outperform peers

In June 2020, Morningstar said sustainable funds outperformed, with average excess returns in Q1 2020 ranging between 0.09% - 1.83% across most categories.

Greater commitment to Sustainable Investing (SI)

HSBC forecast a 46% allocation of HNWI portfolios (worth over USD10 trillion) in the Asia-Pacific region, to SI products by the end of 2021.

Transparent brands are prioritised

An IBM 2020 consumer survey showed 73% want transparency and traceability and are willing to pay a premium for brands that provide them.

Value-alignment is important

KPMG reported in 2019 that 67% of investors held an Environmental, Social and Governance (E.S.G.)-themed investment, on average, two years longer.

Investing in positive impacts

Morgan Stanley's Rich Thinking survey shows 67% of men and 84% of women want to invest in companies that have a positive environmental or social impact.

Effective E. S. G. practices implemented

HSBC identified HNWIs want to see companies:
* manage their environmental risk (55%)
* assurance of ethical corporate governance (54%), and
* socially conscious business practices in place (52%).

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About

Imagine the same tools and techniques, that made you addicted to social media, being used to facilitate greater transparency in an instant, easy to understand way; to make sustainable micro-action easy and fulfilling.

Imagine turning sustainability from a chore into a game. From a "should have" into a "want to" into a "got to" into a "get to". 

Well that's our vision, and we've taken the first steps to achieving that.

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