Zfolio addresses the unique needs of our clients across the financial sector
Zfolio addresses
the unique needs
of our clients across
the financial sector
- 42% of global asset owner’s AUM is invested with climate considerations.
- In Q1 and Q2 2024, sustainable funds had $3.5 trillion in assets and posted a higher return than traditional funds.
- The International Organization of Securities Commissioners, with members covering 130 countries and 95% of global securities markets, has endorsed the ISSB S2 standard requiring disclosure of financed emissions.
- Since 2020, 531 financial organizations have joined PCAF and committed to annual financed emissions disclosure.
Every client has unique needs, and the multi-asset Zfolio platform is designed to meet them all.
Asset Owners
- Measure your portfolio emissions and benchmark by external manager, sector, and asset class.
- Evaluate the real-world impact of climate-related investment strategies.
We wanted to understand why our financed emissions were changing from year to year. Zfolio’s platform does this seamlessly and helps us understand our real world impact when no one else could.
Impact Investment Manager,
Canadian Asset Owner
Asset Managers
- Attract new investment from increasingly climate-conscious institutional investors while retaining current investors.
- Provide relevant climate data to investors, and measure and explain progress towards climate goals.
We manage $80 billion in assets across seven major asset classes and 40,000 individual investments. The heavy lifting was all done by Zfolio’s software and without any additional data licenses. It’s the only truly multi-asset class platform.
VP, Head of Responsible Investing,
Asset Manager
Banks
- Accurately disclose emissions across the entire loan book to meet the requirements of regulators or commitments to industry groups.
- Advanced data and tools help calculate emissions for all loans, including SMEs and larger borrowers.
Zfolio’s platform was secure and private, and able to quickly and easily calculate financed emissions from our commercial loans, mortgages, vehicle loans and our wealth management division. I was surprised how easy it was to use.
Senior Manager,
Sustainability Reporting,
Regional Bank
Insurers
- Easily calculate the financed emissions of your investment portfolio across all asset classes
- Calculate insurance associated emissions using the new PCAF standard.
We needed something we could use in-house, with a simple-to-use interface, and wanted a platform powered by multiple data sources. Zfolio’s platform does this faster and easier than anyone else I’ve seen.
Investment Manager,
UK Insurance Company
Book a demo today
We’d like to show you how you can use our platform to address your specific portfolio emissions challenges. Please fill in the form and one of our consultants we will be in touch to arrange a convenient time.