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invest responsibly

Responsible Investing
for Societal Impact

Setting the trend for clarity in sustainable investing

 See how BlueOnion helps banks in Hong Kong tackle greenwashing get started

technology

Power Up Your Portfolio
In One Intuitive & Easily Managed Platform

 

BlueOnion Portal

0 Mutual Funds & ETF 0 Sustainability Scores 0 Companies 0 Investment Strategies

features

Addressing Your
Fund Onboarding Issues

 
Digitized Workflow Management Complete digitized workflow for gatekeepers due diligence and onboarding. The workbench from screening to initiating RFP to document signing and approval all in one flow. Sustainability & Fundamental Data Full suite of fund profile, fundamentals, peer analysis, ESG & global compact scoring and ranking, business involvement, temperature-alignment, and proprietary qualitative capability assessment scoring. Performance Management Automated updates to quantitative, sustainability, and qualitative performances on existing portfolios or watchlists for accountability and future onboarding consideration. Reporting Get access to regulators approved fund factsheets, key product documents, and proprietary sustainability report and due diligence report, industry report, plus the self-reported stewardship documents. Gatekeeper Chat Room An exclusive and highly curated chat room for gatekeepers to exchange intelligence on a manager about their observations, findings, and experience with the manager. Face-to-Face Due Diligence An annual Gatekeeper Forum connects both the buy and the sell-side of funds. It empowers gatekeepers to look under the hood before investing and drill down to the team's underlying idea generation and philosophy.

solutions

The Source For
Sustainability Intelligence

 
Asset Owners

Perform due diligence, screen and monitor managers, and hold them accountable. Choose managers with the best stewardship and the most value-aligned objectives.

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Wealth Managers

BlueOnion helps gatekeepers at intermediaries such as banks, EAMs, and consultants conduct thorough due diligence and screen investments by their qualitative and sustainable capabilities.

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Asset Managers

Asset managers use BlueOnion to showcase their team and corporate qualities and compete for capital allocation through digital and valuable networking.

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