Align with
Modern Investors
A streamlined approach to ESG ratings and metrics. Enhance your proposals with data that aligns with your clients’ values.
Better serve the nearly 80% of investors who says ESG is important in investment decision-making ¹
Leverage leading ESG analytical data provided in collaboration with MSCI.
Easily compare both traditional and ESG metrics with graphics and visuals
¹ Chalmers, J., Cox, E. & Picard, N. (October 28, 2021). ESG investor survey: The Economic Realities of ESG. PwC. Retrieved From: https://www.pwc.com/gx/en/services/audit-assurance/corporate-reporting/esg-investor-survey.html
Conscious investing is on the rise
Climate risk, regulatory pressures, and social and demographic shifts all factor into the prevalence of ESG-driven portfolios. Modern investors want to understand the impact their investments have on society and the environment. Presenting ESG ratings is essential to providing a 360° view of ESG risks and opportunities for your clients.
Elevate proposals for ESG-driven decision-making
Lay out key ESG analytics for your client in a simple, intuitive way.
Educate clients with graphical comparisons
Responsible investing doesn’t have to be a mystery. Automatically create graphical side-by-side comparisons designed to quickly identify variances between products. Pair it with educational content to help clients understand at a glance.
ESG analytics data presented simply
Research and compare funds, equities, and portfolios across the following data points:
If you’re MSCI-licensed, you might have access to additional data points on CapIntel.
Inquire about MSCI licensing
Leveraging MSCI ESG Research
CapIntel is proud to collaborate with MSCI ESG Research, whose products and services are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. MSCI ESG Research supports the ESG strategies of over 1,700 clients worldwide including leading pension funds,asset managers, consultants, advisers, banks and insurers.
Learn more about MSCI
Enterprise
We work with over 500 wholesalers & 10,000 advisors in North America. Take a look at how these financial institutions are managing their practice with CapIntel.
See how it’s done
