Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered Investment Advisors (RIAs) to compare, contrast and construct customized ESG portfolios for their clients.

The new Act Analytics technology platform consists of powerful analytical tools, driven by over 200 ESG factors and the industry’s highest quality data, enabling RIAs to “x-ray” securities, funds and portfolios to assess for ESG levels, as well as construct custom, values-based portfolios for their clients. Advanced automation features, custodial integrations and centralized data access save advisors time and resources, enabling their ESG investment efforts to scale across their entire client base.

“Investors today are demanding investments and portfolios from their advisors that are better aligned with their core values and objectives when it comes to advancing society, saving the environment, as well as promoting diversity in executive management,” said Mike Unwin, co-founder and CEO of Act Analytics.

One of the investment management industry’s bright spots, Morningstar has recently found that the flows into ESG funds has quadrupled to over $20 billion this past year, showing the growing interest in ESG investing. “Our new ESG analytics platform for RIAs provides a comprehensive and transparent tool to help advisors deliver values-based investments for their clients, enabling them to differentiate their investment offerings in a rapidly commoditizing industry,” Unwin continued.

The Act Analytics platform brings in data from top providers Refinitiv and Lipper and combines a comprehensive suite of analytical tools and algorithms in an intuitive and easy to use interface to provide RIAs with a total solution to provide customized ESG portfolios. Act Analytics’ ability to drill down on a granular basis into 20,000 publicly traded equities and 10,000 ETFs and mutual funds provides RIAs with transparency into their clients’ ESG exposure, creating audit trails to ensure compliance with the growing regulatory focus on ESG investments.

The 200+ ESG factors in Act Analytics include traditional ESG level criteria, such as emissions, diversity/equality, corporate responsibility, in addition to what Act Analytics is pioneering to provide expanded insight into ESG investing, such as controversies. “No other ESG analytics platform has this level of granularity and centralized brand-name data, making Act Analytics a truly unique and powerful differentiator for RIAs,” said Unwin.

Act Analytics has recently developed an integration with TD Ameritrade Institutional’s Veo workstation and will be demonstrating the platform at the upcoming TD Ameritrade LINC conference to be held in Orlando, FL, January 29-31, 2020.

“We are excited to bring this next-generation level of ESG analytics and portfolio construction tools to the rapidly growing and influential RIA marketplace,” said Unwin. “The time for ESG investing is now – clients are demanding it, and as fiduciaries, RIAs are perfectly aligned to delivering this type of values-based investing for their clients.”


Founded by former financial advisors, portfolio managers, hedge fund experts and experienced technologists, Act Analytics is helping lead 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 regulatory scrutiny. Based in Toronto, Canada, with operations in the US, Act Analytics is dedicated to helping advisors source, access and analyze ESG investments for their clients. Learn more at

Comments are closed.