Technology

Power up your portfolio

in one intuitive and easily managed platform

140,000

+

Mutual Funds & ETF

60,000

+

Sustainability Scores

8,000

Companies

350

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.

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.

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.

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.

Performance Management

Automated updates to quantitative, sustainability, and qualitative performances on existing portfolios or watchlists for accountability and future onboarding consideration.

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.

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.

Asset Managers

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

In the Media

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