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You are here: Home / Investment News / Fund research service adds ESG in real-time; online advice system goes live for Select

Fund research service adds ESG in real-time; online advice system goes live for Select

October 11, 2020

Will Keuper: MackeyRMS head of product

Fund management research software firm MackeyRMS has added a new environmental, social and governance (ESG) scorecard system to its toolkit.

The US-headquartered fund manager research software-as-a-service (SAAS) business, which opened a Sydney office this year, built the new offering in collaboration with clients to cater for the burgeoning demand for ESG investments globally.

In a release this morning, MackeyRMS says investors can use the scorecard system to analyse securities and funds according to ESG parameters in real-time

Will Keuper, MackeyRMS head of product, said in the release: “We’ve seen growing demand from our investment management clients seeking to incorporate their firm’s ESG selection criteria into their investment research process.

“With ESG Scorecards, we’re providing clients with a fully integrated, end-to-end workflow toolkit for scoring and monitoring ESG-focused investment portfolios.”

Launched in the US in 2011, MackeyRMS provides software designed to “optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios”, the group says.

The firm hired Sydney-based Nathan Walker to spearhead sales in Asia-Pacific, targeting mid-to-large size active fund managers.

Also last week, the Investment Services Group (ISG) subsidiary Select Wealth Management went live with a new online advice system.

Created with US SAAS giant Salesforce and NZ technology provider Davanti, the just-released Select system offers a “bespoke adviser and client centric tool to assist advisers in navigating the advice process and streamlining the application process”, according to a release.

Debbie Tuddenham, recently promoted to the newly created role as Select Wealth head, said in the statement: “We’ve really focused on creating a tool which allows advisers to more easily navigate the detailed advice process, making sure they can be confident about meeting all their obligations, and allowing them to focus on the most important aspect, their relationship with their client.”

Select has about $800 million under management sourced from about 150 advisers who use the service that offers a discretionary investment management service (DIMS) and selection of funds held on the MMC Wealth (formerly known as Aegis) platform.

The ISG family also includes Devon Funds and Clarity Funds.

 

 

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