ESG data: a buyer's guide
What we list in this category, where each entry came from, and the questions worth pressing on before you commit.
Every entry below was recorded from a page we opened, and each carries the source we read. Where we could not establish something it is left blank rather than guessed. Read how this site works if you want the detail.
What we list
Every product we hold in this category, in one list. A supplier that has run in production for twenty years and one that launched last year appear together and carry the same fields, because that is the comparison a buyer has to make. Each entry's founding year and owner are on its company page where the company states them, and both bear on continuity: long service is evidence a supplier will still be there, and a young supplier may offer capability and pricing the incumbents do not while carrying fewer references at your size.
- AMINDIS Performance Attribution — Attribution engine supporting Brinson, Brinson-Fachler, Muriera-Sierra and Campisi models plus ESG and carbon attribution, with an integrated GIPS composite module. source
- Apex Fund Administration — Single-source fund and asset servicing across hedge, private equity, private debt, real assets, digital assets and UCITS. source
- Auquan — AI agents for institutional investors that draft deal screens, investment committee memos, portfolio monitoring, sustainability analysis and LP reports. source
- Bloomberg ESG Data — ESG data on roughly 16,000 companies delivered inside the Bloomberg Terminal alongside market data. source
- CalibreRMS — AI-assisted research management system covering analyst notes, models, consensus tracking, decision logging and ESG stewardship; offices in London, Melbourne and Sydney. source
- Clarity AI Sustainability Tech Platform — Automates SFDR, EU Taxonomy and MiFID II sustainability reporting over a large listed and private company dataset; acquired the sustainability fintech ecolytiq in July 2025. source
- Climate Digital Twin — Climate physical-risk analysis covering company subsidiaries and physical assets across 50+ hazards, delivered as data, a web app and enterprise risk integration for asset managers, banks and insurers. source
- Connect Earth Sustainable Finance Operating System — Aggregates ESG, SDG and PAI data from several underlying providers and turns it into publish-ready SFDR and EU Taxonomy disclosures; acquired the Stockholm firm Datia. source
- CuriumEDM — Smaller-footprint enterprise data management and data quality platform for buy-side operations, available as CuriumSaaS hosted on Microsoft Azure; founded as Sun Street Limited and renamed in 2015. source
- Dasseti COLLECT — Manager due diligence and monitoring software for asset owners and consultants; formerly branded Diligend, and its site announces an agreement for Nasdaq to acquire the company. source
- ESG Book Access — Validated public sustainability data plus a disclosure platform and a regulatory-intelligence product; ESG Book announced a merger with EthiFinance to form a European credit and sustainability rating group, so the combined entity name may change. source
- ESGSignals — Asset-level satellite and geospatial metrics, including parking-lot traffic across 65,000 US retail sites, metals production and EV output. source
- GRESB SFDR Reporting Solution — Real estate and infrastructure fund managers report SFDR principal adverse impacts from asset-level data collected in the annual GRESB assessment; General Atlantic took a majority stake in 2024. source
- Greenscope ESG Data Platform — Centralises portfolio company ESG data for private equity firms and generates EDCI, CSRD and SFDR reports. source
- Gyre Hub — Portfolio analytics platform covering portfolio management and construction, back testing, performance, risk, compliance, reconciliation, portfolio accounting, ESG and tax. source
- ISS ESG Climate & Nature Analytics — Carbon footprinting, physical and transition climate risk, net-zero alignment and biodiversity impact data for portfolios. source
- Impact Cubed ESG and Impact Data — Over 300 ESG and impact metrics used for portfolio factor analysis, fund and manager selection, and custom index design. source
- Inrate SFDR Data Solution — Independent Swiss ESG house covering the 14 mandatory and 33 voluntary SFDR principal adverse impact indicators, plus ESG ratings for corporates and sovereigns. source
- Integrum ESG Platform — Transparent, source-linked ESG metrics rather than a single opaque score, sold to asset managers, hedge funds, private equity and wealth advisers; launched an SFDR compliance tool in May 2022. source
- KEY ESG Fund Manager Platform — Sends automated ESG data requests to portfolio companies and consolidates the answers into fund-level CSRD and SFDR reports for private equity and venture firms. source
- LSEG ESG Scores and Data — ESG scores plus Green Revenues, climate transition and sovereign sustainability datasets delivered through LSEG Workspace; this is the former Refinitiv ESG business and the Refinitiv brand has been retired since 2023. source
- LSEG Workspace — Market data workstation combining datasets, Reuters News, StarMine and MarketPsych analytics and a Python environment called CodeBook; it is the successor to Refinitiv Eikon. source
- MSCI ESG Ratings — Scores companies on exposure to industry-specific environmental, social and governance risks, and feeds most of the ESG indices institutions benchmark against. source
- Matter — Portfolio-level ESG, SDG revenue, SFDR PAI and temperature-score data; Diginex acquired Matter from Nasdaq in October 2025, so older lists still show it as a Nasdaq product. source
- Morningstar Direct — Software platform giving professional investment managers data and analytics to build products and portfolios. source
- Morningstar Sustainalytics ESG Risk Ratings — Rates how much unmanaged material ESG risk a company carries, on a five-band scale used widely for screening and controversy tracking. source
- Novata Platform — Collects ESG metrics from private portfolio companies and rolls them up to fund level for private equity and credit managers; raised $30 million in February 2023 and acquired Atlas Metrics in October 2025. source
- Pathzero — Ingests holdings from custodians and fund administrators, enriches them with public and private market climate metrics, and produces audit-ready financed-emissions reporting. source
- Persefoni for Financial Services — Carbon accounting built for financed emissions, investor emissions reporting and portfolio company engagement; raised $50 million in 2023 and a further $23 million in 2025. source
- Portfolio Monitoring — Tracks financial, KPI and ESG metrics with covenant and compliance alerts and a self-service portal for portfolio companies to upload data. source
- RepRisk Platform — Screens external news and other public sources for business-conduct and reputational risk incidents, covering listed and private companies. source
- Rimes Intelligence Fabric for Capital Markets — Managed data service covering security master, price master and entity master alongside benchmark, index, ESG and private markets data. source
- Rundit — Portfolio monitoring, performance calculation and LP reporting for VC and PE funds; the company is registered as Rundit Oy and its own timeline dates the first platform to 2017. source
- S&P Global Sustainable1 — Combines the Corporate Sustainability Assessment with the Trucost environmental datasets into ESG scores and climate data for investors. source
- SESAMm — Monitors ESG controversies and reputational risk on public and private companies by applying language models to news and web text. source
What to ask
These come from the same question bank our request-for-proposal process uses, so a guide and an RFP never drift apart. The four sections below carry the most weight in that bank.
Functional fit
Whether the system does the job for YOUR instruments, markets and volumes — not for the demonstration portfolio. The questions separate what runs in production today from what is on the roadmap, because that distinction disappears in a sales meeting and reappears during implementation. It also asks what still has to be typed in by hand, which every system has and few volunteer.
- Which asset classes does the product support in production today?
- Is there a full audit trail of who changed what and when, and can it be exported?
- Does the system enforce segregation of duties between front and back office?
- Is maker-checker approval supported on material actions, and is it configurable by action type?
- Can a valuation be sourced and approved independently of the people who trade?
Security and resilience
Whether the vendor's security is independently attested or merely asserted. The questions ask for certifications you can read, penetration tests you can see the summary of, and recovery objectives that are written down. Incident history is asked directly, because a vendor that has handled a breach well is often a safer choice than one that has never been tested.
- Which independent attestations do you hold currently?
- Will you provide the most recent report under a non-disclosure agreement?
- Is data encrypted in transit and at rest?
- Is single sign-on supported, and is multi-factor authentication enforced?
- Can your own staff see our data, and is that access logged and reviewable by us?
Compliance and regulatory
Whether the system stands up to your regulator and your auditor. Covers the reporting regimes the product supports directly, whether it can evidence who saw or changed a record, how long records are retained, and where in the world your data physically sits — which is a hard constraint for many firms rather than a preference.
- Can the system evidence to an auditor who saw or changed a given record, and when?
- In which jurisdictions is our data stored and processed?
- Are there any pending criminal matters or debarment proceedings involving the firm, its officers or its managers?
- Which regulatory reporting regimes does the product support directly?
- When a regime changes, is the update included in the licence or charged separately?
Clients and references
Whether they have done this for a firm like yours, and whether those firms stayed. Vendors present client counts and logos readily; they present ATTRITION reluctantly, which is why this section asks for clients lost and migrations completed as separate questions from clients won. Size fit decides more failed implementations than feature lists do, so it is asked directly.
- How many client firms use this product in production today?
- How many of those are of a similar type to our firm?
- How many are within our assets-under-management band?
- How many clients did you LOSE in each of the last three years?
- How many implementations begun in the last three years were abandoned before go-live?
You can send all 167 of these questions to the vendors you choose, and get every answer back side by side. Run an RFP — it is free to you and free to them.