Case study: Integrating third party and internal ESG data into investment decision making

Situation

A large asset manager required an integrated approach to incorporate third-party and internal Environmental, Social, and Governance (ESG) data into their investment decision-making process. The goal was to enhance ESG data-driven decision-making, improve data quality and management, and simplify ESG data processing and system integration.

Approach

• Projective Group was engaged to develop and deliver an ESG Canonical Data Model (CDM) as part of an enterprise-wide data management architecture. We assembled a team of data modelers to collaborate with the ESG Investment department and Operations counterparts.

• Next, we conducted a pilot to validate the quality of the selected data modelling team and the concept of a CDM. We secured an agreement on the concept, ensuring alignment with company standards.

• For our data model implementation approach, we adopted industry models and supported their implementation. Simultaneously, we developed ESG data models internally based on defined ESG data elements to identify (non-) investable assets, with detailed data and process analysis. This work resulted in the delivery of a comprehensive domain model.

• Finally, we implemented the ESG Logical Business Model using design and data catalog tooling. To ensure all stakeholders could work with the ESG Logical Business Model, we provided guidance for the implementation of the ESG Logical Data Model and Physical Data Model by DevOps teams.

Result

During the project, we created a cohesive ESG data model for the Investments, Operations, and IT departments. This data model improved decision-making processes by leveraging high-quality ESG data.

An addition, we simplified the ESG data processing through optimised data and information architecture, simplifying ESG data processing and system integration.

Diese Fallstudie zeigt unseren methodischen Ansatz zur Integration von ESG Data in die Anlageentscheidungen, um die Qualität von Data , das Management und die allgemeine Entscheidungseffizienz für unsere Kunden zu verbessern.

Wenn Sie mit unserem Team über eine bessere Nutzung von ESG Data sprechen möchten, setzen Sie sich noch heute mit uns in Verbindung.

Über Projective Group

Gegründet im Jahr 2006 ist die Projective Group ein führender Spezialist für Change im Financial Service Bereich.

In der Branche sind wir als umfassender Lösungsanbieter anerkannt und arbeiten partnerschaftlich mit unseren Kunden zusammen, um ganzheitliche und pragmatische Lösungen zu bieten. Wir haben uns zu einem vertrauenswürdigen Partner für Unternehmen entwickelt, die in einer sich ständig wandelnden europäischen Finanz- und Unternehmenslandschaft erfolgreich sein und wachsen möchten.