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MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
October 12, 2020

BOSTON — (Oct. 12, 2020) — MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of ESG Scorecards to streamline investment selection, monitoring and reporting for ESG-focused portfolios.

The release of ESG Scorecards comes as assets undermanagement (AUM) by funds applying ESG and sustainability criteria topped $1 trillion for the first time in Q2 2020. The rapid rise in ESG-focused investment funds has led to concerns over a lack of ESG investment standards and prompted calls for increased transparency into the selection criteria for ESG-focused investment portfolios.

ESG Scorecards, built in collaboration with MackeyRMS clients, was developed to address both needs. New ESG features enable investment teams to integrate ESG ratings data from their preferred providers and build customized, repeatable, and auditable workflows to ensure holdings within investment portfolios meet the unique ESG criteria established by the fund manager.

Investment teams can use ESG Scorecards to grade securities and funds selected for inclusion in investment portfolios, monitor the ESG status of portfolio holdings in real time, and report details of their selection and monitoring process to internal and external stakeholders.

“We’ve seen growing demand from our investment management clients seeking to incorporate their firm’s ESG selection criteria into their investment research process,” said Will Keuper, vice president, head of product for MackeyRMS. “With ESG Scorecards, we’re providing clients with a fully integrated, end-to-end workflow toolkit for scoring and monitoring ESG-focused investment portfolios.”

Key ESG Scorecards features:

·       Score individual holdings at the security or fund level across all names within a portfolio.

·      Integrate your preferred internal and third-party ESG data sources.

·      Track evaluation process and selection criteria for all ESG investments.

·      Monitor ESG status for portfolio holdings in real time.

·      Flag issues that need to be reconciled in order to certify or maintain ESG certification status.

For more information on MackeyRMS ESG Scorecards, please visit

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About MackeyRMS

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.