How to see the ESG requirement as a data challenge

Financial services companies that want to meet investor requirements for ESG compliance will find that it boils down to a data challenge, claims Confluence president and COO Todd Moyer.

In a recent podcast, Moyer remarked that this data challenge could be mainly helped by greater transparency. He said, “An area of focus for Confluence, and I think for the industry in general, is really ESG.

“We see ESG as data challenge at the core. Here at Confluence we’re really focused on making it easy to combine ESG metrics and other kinds of risk and performance indicators to streamline the integration of this into the investment and risk management process.”

In the podcast, he also covers what a regulatory book of record is and how it is related to data management, the importance of advancing what is offered for portfolio analytics, the company’s move into the asset owner and asset allocator market spaces, how the company plans to stay ahead of fast-moving dynamics in the securities markets and how clients are requiring vendors to provide APIs, open architectures, open-sourced software and cloud and cloud native technologies.

Listen to the podcast here.

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