Wealthscope partners with ESG data company

By Staff | September 16, 2021 | Last updated on September 16, 2021
1 min read
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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.

Advisor.ca staff

Staff

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