Wealthscope partners with ESG data company

By Staff | September 16, 2021 | Last updated on September 16, 2021
1 min read
© erhui1979 / iStockphoto

Toronto-based Wealthscope, which provides portfolio analytics and retirement planning software, has partnered with California-based OWL Analytics to offer portfolio-level environmental, social and governance (ESG) scoring to retail investors.

OWL Analytics’ research provides ESG scores for stocks and funds, and percentiles relative to their peer categories, a release said. It also tabulates weighted scores at the portfolio level.

The ESG research will be integrated into Wealthscope’s portfolio scorecard.

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The staff of Advisor.ca have been covering news for financial advisors since 1998.