Bloomberg has introduced tools to help investors measure, manage, and report on the sustainability characteristics of their investment portfolios.
These tools are integrated into Bloomberg’s widely-used portfolio and risk analytics solutions, PORT and the premium offering PORT Enterprise.
The launch of these new tools comes in response to the growing diversification of sustainable investment strategies and evolving regulatory frameworks. Investors increasingly need robust portfolio management solutions that incorporate sustainability tools to make well-informed decisions, meet investment mandates, and comply with regulatory reporting requirements.
Bloomberg, renowned for its high-quality and transparent ESG datasets, provides a comprehensive suite of data and analytics solutions for financial markets. The new tools in PORT and PORT Enterprise include key ESG indicators mandated under the EU Sustainable Finance Disclosure Regulation (SFDR), greenhouse gas emissions data for over 130,000 global companies, and Bloomberg’s proprietary ESG scores.
The new sustainability tools allow users to easily compare portfolios, funds, and indices using detailed sustainability data for each holding. This functionality enables investors to identify holdings that do not align with their ESG objectives and perform trend analysis. Additionally, the reporting capabilities of PORT Enterprise have been expanded to include standardized SFDR reports per ESMA’s template, alongside fully customizable sustainability reports to help clients meet EU regulatory requirements.
Bloomberg’s Head of ESG Integration and Analytics, Soojin Lee, highlighted the importance of these advancements: “Investors need increasingly sophisticated solutions to identify sustainability-related risks and opportunities, and meet their objectives and obligations. Bloomberg’s expanded PORT offering enables clients to manage and conduct detailed sustainability analysis on their portfolios, all in one place and through the click of a button. To ensure data consistency across the investment management process, from decision-making to reporting, clients can also access standardized reporting templates, or design their own reports with our PORT Enterprise functionality.”
In addition to these features, Bloomberg’s sustainable finance solutions encompass ESG data and analytics, indices, scores, regulatory solutions, sustainable debt, and climate risk.
Bloomberg’s portfolio and risk analytics solutions, PORT Enterprise and PORT, serve 47,000 active users across 15,000 firms globally. These platforms provide advanced risk forecasting, performance attribution, and optimization capabilities. PORT Enterprise, with more than 650 clients, offers enhanced customization and batch reporting for scalable enterprise usage. Both solutions are part of Bloomberg Buy-Side Solutions, delivering comprehensive technology across the investment lifecycle.
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