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.
Sign up for a demoWe assess the socially responsible activities of investee companies against United Nation's (UN's) Sustainable Development Goals (SDGs).
High Net Worth Individuals (HNWI) through to your retail investment market, will easily relate to the positive impacts that your investee companies are achieving.
See New Zealand and Australian managed funds.
Monitor your retirement savings.
See responsible investing performance metrics at a fund-level and provide portfolio-level reporting that complements your existing fund performance reporting.
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.
See New Zealand and Australian managed funds.
Monitor your retirement savings.
Keep an eye on the price of your own property, or your investment property.
Savings, term deposits, crowd-funding - you can check them here.
Show your investors their best performing fund, or assets, by SDG, at a portfolio-level.
Sign up for a demoEnhance your client conversations with personalised reporting and messaging.
Enable your wealth clients and retail investors to easily relate to, and engage with, their investments.
See New Zealand and Australian managed funds.
Monitor your retirement savings.
Show SDG performance that your private banking clients and retail investors can easily share with others.
Use finappster to build your reputation by promoting your sustainability credentials with your clients.
See New Zealand and Australian managed funds.
Monitor your retirement savings.
Keep an eye on the price of your own property, or your investment property.
Savings, term deposits, crowd-funding - you can check them here.
In June 2020, Morningstar said sustainable funds outperformed, with average excess returns in Q1 2020 ranging between 0.09% - 1.83% across most categories.
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.
An IBM 2020 consumer survey showed 73% want transparency and traceability and are willing to pay a premium for brands that provide them.
KPMG reported in 2019 that 67% of investors held an Environmental, Social and Governance (E.S.G.)-themed investment, on average, two years longer.
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.
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%).
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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