QPLIX brings sustainability data into asset management

Munich-based provider of wealth management software QPLIX has integrated comprehensive ESG scoring data on securities into its platform. This enables family offices, asset managers, private banks, trusts, and foundations to serve the growing demand from investors for information ESG factors. 

With ESG data on various criteria and new analytics features in the QPLIX software, they always have an overview of their investment portfolio from the ecological or social perspective and are able to generate sustainability investment reports at the push of a button. They also give their clients the opportunity to interactively evaluate their assets according to sustainability criteria in a dashboard at any time.
The data comes from Moody's subsidiary VE, one of the world's leading providers of ESG ratings, and its partner imug | rating. In addition, data from other providers can be integrated into the QPLIX platform if required.
"With their investment decisions, capital investors play a key role in the transformation towards a more sustainable economic system. Wealth managers need the right data and tools at hand to identify, together with their clients, which investments are actually sustainable, and which are not. Therefore, it was a logical step for us to integrate ESG data into our platform and into automated asset management processes," says Kai Linde, co-founder, and co-CEO of QPLIX GmbH.
In the sustainability dashboard and reports in the client’s individual design, QPLIX enables all parties involved in the decision-making process to assess the ESG ratings of the investments at a glance. Traffic light symbols show the clients and managers whether and to what extent a company whose shares they have in their portfolio complies with the ethical corporate principles and principles of the United Nations Global Compact or pursues controversial business. In addition, QPLIX visualises complex interrelationships between financial and sustainability data, creating added value for advisors.
"With this new product, we not only provide our clients with an out-of-the-box solution to meet increased client demand and support professional decision-making on sustainability. We can also provide regulated providers with a customised offering to adapt their business to the increasing requirements of the new SFDR disclosure requirements. The advantage of our solution is that, as an open technology platform, we are not tied to one supplier of ESG data," says Philipp Besser, who is responsible for this project at QPLIX.