The core activity of Go4Balance is the development and provision of an independent platform for institutional investors and portfolio providers, enabling them to analyze, compare and consolidate portfolios in terms of returns, climate and sustainability. The company supports its customers in analyzing, communicating and reporting their portfolios and investment strategies, particularly in the area of sustainability.
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Digital platform for analysing, comparing and optimising investments in terms of climate impacts, sustainability and return; with search functions, portfolio upload and benchmark comparisons.
ASIP ESG reporting
Tailor-made ASIP-compliant ESG reporting to present the sustainability performance of portfolios; with reports for internal and external communication.
ESG data universe
Database with around 4 million securities, over 2.5 million bonds and just under 0.5 million fund share classes; the basis for climate and sustainability scores.
Company and portfolio analysis for climate and sustainability
Analysis of individual securities, portfolios and mandates using climate and sustainability scores, including double materiality and peer-group comparison.
Portfolio upload and consolidation
Integration of own portfolios via standard templates or an interface to the custodian bank to consolidate holdings uniformly and evaluate them using sustainability metrics.
Knowledge
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