Power up your portfolio
in one intuitive and easily managed platform
Mutual Funds & ETF
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.
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.
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.
The Source for
Perform due diligence, screen and monitor managers, and hold them accountable. Choose managers with the best stewardship and the most value-aligned objectives.
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 use BlueOnion to showcase their team and corporate qualities and compete for capital allocation through digital and valuable networking.
Check Out Our
Risk Management and Business intelligence Symposium 2023 Global Climate and Environmental Risk Management
BlueOnion’s Chief EC.ESG Investment Strategist Dr. Agnes K Y Tai was invited
BlueOnion’s Chief Sustainability Officer Dr. Jeanne Ng discusses challenges in adapting to
Chief sustainability officers (CSOs) play a vital role in embedding environmental, social and governance considerations across a business | In The Black
BlueOnion's Chief Sustainability Officer Dr. Jeanne Ng was recently featured in a
Founder and CEO Elsa Pau joined industry experts in discussion of key
Elsa Pau of BlueOnion comments on state of climate-related financial reporting in
By Twinkle Zhou, senior reporterAsian Private Banker | September 2022 BlueOnion has
Elsa Pau, Founder of Blueonion, speaks about ESG investing at the Environmental