Wealth management firm Charles Stanley has been welcomed as the first BITA environmental, social and governance (ESG) manager client.
Charles Stanley’s investment managers are now set to benefit from detailed visualisations, helping them to understand exposures, check preference conflicts and assess the impact of ESG-driven changes on risk, yield and return.
BITA Risk, part of corfinancial, is a provider of integrated private client suitability profiling, portfolio management, risk and monitoring applications in the high net worth individual (HNI) and ultra HNI sectors.
Daryl Roxburgh, president and global head at BITA Risk, says: “Recognising a client’s ESG preferences and understanding asset exposures are key to effective portfolio management and analysis.”
“Using exception management to identify any conflicts is the most efficient way of keeping a portfolio within the mandate and this, together with innovative client reporting, is how BITA ESG Manager can manage the process with flexibility and on the scale required by Charles Stanley,” explains Roxburgh.
Charles Stanley’s COO Michael Bennett adds: “BITA ESG Manager has taken the complexity of ESG factor data and presented it with such clarity that it can be efficiently managed and monitored across large numbers of our clients, forming an integral part of our investment strategy.”
