ESG Wealth

Configurable ESG investing solution, pre-packaged based on MSCI ESG data.

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Assessing ESG metrics

Graph describing ESG process

The ESG Wealth module supports your transition towards a greener and more sustainable economy. Aligned with the EU’s Sustainable Finance Action Plan, it helps banks and investors assess the ESG credentials of an investment while also allowing setting controls.

Benefits

ESG integration is both a regulatory requirement and a competitive advantage. In Europe, banks must collect sustainability preferences under MiFID II. Although optional elsewhere, next-gen customers around the world realize the benefits of addressing ESG factors when making investment decisions.

Configurable ESG factors can reduce implementation time and remove the need for costly custom solutions. Preferences are seamlessly embedded into investment recommendations and trading processes. With straight-through-processing, ESG integration is more efficient and cost-effective.

We support a range of implementation approaches including standalone TAP, TAP Wealth suite or full Wealth suite with Temenos Data Source. Regardless of the chosen model, we provide seamless integration, reducing implementation time and complexity.

Preconfigured, MSCI-based ESG indicators align closely with questions typically observed in client sustainability questionnaires, enabling efficient configuration to reflect individual client preferences. Pre-configured indicators can also be adapted to clients’ needs.

Key features of ESG Wealth

Sustainability assessment

Investment profile questionnaire includes sustainability, with preferences and exclusions used to calculate the optimal investment profile.

Compliance and orders

Preferences and exclusions are applied automatically in pre-trade compliance. With orders, current and revised ESG scores show the impact of new orders.

ESG evaluations

Configured ESG factors are visualized in securities data, portfolio valuations, and compliance checks, as well as aggregated. Third-party ESG impact reporting can be done via Temenos Partners.