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Intuitive ESG metrics as your new USP

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Dorsum’s corporate vision is to be Europe’s top investment software & solutions provider for investment and wealth management service firms

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Wealth Portal

The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a...

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by Dorsum
| 09/05/2022 12:00:00

See actionable insights from Refinitiv’s data experts and Dorsum’s latest client project presented by Barnabás Ács (Refinitiv) and Dániel Varga (Dorsum).

In just 30 minutes you will learn:

From Refinitiv:
✔ Is an ESG score enough to assess a company’s sustainability performance?
✔ How to quickly assess portfolios and companies?
✔ What does digitalisation offer when it comes to ESG data?
✔ Is ESG data really that infrequent?

From Dorsum:
– What keeps clients from investing in ESG and what they expect from advisors
– Why digitalisation and ESG integration are essential for any new client offering
– How Dorsum solved this challenge