Solution introduction
Recently, Raise Partner has developed a new digital application that consists in introducing environmental, social and governance constraints in the optimisation and analysis of financial portfolios
We have designed a simple and comprehensive tool, capable of providing complex optimisation models combining financial and extra-financial criteria, and pre-trade analysis to assist non-expert investors in the energy transition process (ESG)
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets.
To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant and dispersed data, depth and complexity of the instruments at their disposal, as well as increasing client expectations for transparency, personalisation and meaning in their investments.
In order to respond effectively to these challenges, we have developed a digital solution to introduce extra-financial environmental, social and governance (ESG) criteria into the analysis and optimisation process of financial portfolios.
We offer many advantages to our clients...
- A significant increase in operational and commercial efficiency
- Increased peace of mind in the face of your clients' growing expectations
- Unparalleled agility in the face of your regulatory challenges
- A reinforced simplicity of the consulting mission (being an "augmented" consultant)
- Stronger and more durable customer acquisition and commitment
...and our clients' clients: actively contribute to the current transition issues, while benefiting from an ultra-personalised service offering.
Raise Partner has developed the Smart Risk Decisions application, which allows the introduction of environmental, social and governance extra-financial criteria in the optimisation and analysis process of financial portfolios. These ESG criteria are part of a 3-dimensional impact analysis (risk, return and ESG) that takes into account the positioning of financial portfolios in relation to the challenges of current transitions. Through this application, we enable advisors to build customised, sustainable investment proposals based on their clients' risk, return and ESG requirements and preferences.
Smart Risk Decisions equips advisors to:
- Inform their advisory process by measuring risks in a simple and readable way
- Orient investments according to financial (risk/performance) and extra-financial (ESG) criteria
- Facilitate the relationship of trust with their clients with a personalised and transparent approach
