~ Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, modeling, and rebalancing
Act Analytics, an innovative ESG-based investment analytics technology platform, today announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.
Advisors using both systems will be able to automatically download existing portfolios and accounts from Black Diamond into the comprehensive ESG analytical framework in Act Analytics. This functionality empowers advisors to easily compare and contrast portfolios with benchmarks from more than 200 ESG factors across 100,000 mutual funds and ETFs, and more than 20,000 publicly traded securities. These analyses will help advisors generate trade opportunities and report on both individual and overall ESG scores.
“We are excited to partner with Black Diamond to enable their users to leverage our industry-leading ESG analytical tools to help advisors better align their clients’ values with their investments,” said Mike Unwin, CEO and co-founder of Act Analytics. “In times of market volatility, it is extremely important for advisors to be able to demonstrate they are taking a progressive approach to mitigating risk and delivering on their fiduciary responsibilities.”
“We continue to evaluate new integration partners for Black Diamond to enhance the value of the platform for both advisors and their clients,” said Eli George, VP Global Data & Partnerships, SS&C Advent. “Act Analytics is the first ESG analytic platform we are working with and we expect a tremendous pick up as ESG investing is a valuable way for advisors to enhance their portfolio management services.”
About Act Analytics
Founded by a former financial advisor/portfolio manager and a technology expert, Act Analytics is leading the way for RIAs and investment professionals to invest on a values-based level. As an independent technology company, Act Analytics is able to bring transparency to ESG investing, ensuring that ESG portfolios stand up to the highest levels of stakeholder scrutiny. Based in Toronto, Canada, Act Analytics is dedicated to helping advisors and managers source, access, and analyze ESG investments for their clients. http://www.act-analytics.com
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.