Description
FundSense is an automation solution for the investment sector, aimed at reducing work duplication and enhancing efficiency. We focus on sustainability, addressing regulations like SDR and SFDR, and simplifying complex multi-vendor ESG data deliveries lacking normalization. In partnership with ESGAccord, we are launching GreenGauge, an adviser-focused platform offering tools, data, and ESG. Approach
GreenGauge aims to bridge the gap between the complex research and data produced by the industry, the expectations of retail clients, and the recommendations given by UK financial advisers. Research shows that over 80% of UK investors want their money invested according to their moral values. However, only 10% of clients explicitly request sustainable investments from their advisers. GreenGauge will support advisers by providing clear, simple explanations of complex ESG and climate data, as well as easy-to-use decision trees and visual aids. This helps advisers understand how to meet their clients' needs, ultimately directing more investments towards positive outcomes.