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What makes a good fund to invest in is its sustainability, driven by top-down management with genuine ethics. They are the best stewards for investors' capital, and they care about the planet they operate their business.

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Fundamentals & Profiling

Sustainability Rankings & Scoring

Qualitative Scoring & Assessment

Monitoring & Intelligence

Investigative Research - Go Beyond The Numbers

Investigative Research

Go Beyond
The Numbers

 

While many are judging their managers by hindsight performance and luck, BlueOnion seeks to confirm that managers are walking their talks and are exercising best stewardship for the investors' capital.

BlueOnion's advanced search allows you to identify the funds that are most ESG focused and the most temperature aligned quickly and easily. The sustainability-based filtering tool comes bundled with the quantitative and fundamental data on an unmatached universe of 300,000 active, passive funds and ETFs and 40,000+ companies, using 250 ESG metrics from 30,000 sources in over 100+ countries.

Fundamentals & Profiling

Comprehensive & Timely
Data to Fuel Your Research

 

BlueOnion allows you to focus your quantitative searches and let you drill down to the constituents of the entire portfolio to preview the companies weighting, sustainability scoring and fundmentals.

Constituents Drill Down Holdings
Gives you the full holdings of each strategy and their market caps, exchanges, industries, plus their ESG, GC, & temperature exposures. Portfolio Fundamentals Fundamentals
The Fund level P/E, P/B, relative strength, price momentum, the managers and their tenure, turnover, etc. Peer Comparison & Analysis Analysis
Allows you to compare funds of the same type over 50 KPIs, including investment styles, ESG, UN global compact & temperature alignment. Style & Objective Searches Objectives
Filter funds from 9 investment styles, and over 60 investment objectives, including risk & return, ESG inclusion, countries exclusions, etc.

Fundamentals & Profiling - Comprehensive & Timely Data to Fuel Your Research

Sustainability Rankings

Risk Exposures in
ESG, GC & Temperature

 

Hold managers accountable with their ESG strategies by analyzing their sectors, industries, investment and divestments actions to validate that they're following their stated ESG integration philosophies. The data-driven process for outcomes reflects how they've taken materiality issues of specific ESG issues into their investment processes.

Sustainability Rankings - Risk Exposures in ESG, GC & Temperature

ESG Screening ESG Screening
Featuring 33 ESG topics in emissions, biodiversity, water, environmental stewardship, diversity, product safety, shareholders' rights, forensic accounting... Temperature Temperature
Measure funds' global warming in 5 climate impact indicators, including near-term and long-term temperature score, target, scope 3, & trend. Involvement Preferences
Set tolerance for 33 personal preferences, including thermal coal, alcohol, adult entertainment, firearms, fossil fuel, tobacco, GMO, gambling, etc. Global Compact Global Compact
Responsible businesses enactment towards the United Nation's GC goals for human rights, labor rights, environmental, & anti-corruption.

Qualitative Assessment

Five Pillars for
Manager Selection

 

The tool leverages drills deeper into a strategy. It quantifies the 41 qualitative metrics with 189 attributes derived from over 530 inputs of the five key pillars to understand sustainable performance's potential over the long term. The feature layer aggregates hundreds of inputs along the five critical pillars of a fund's qualitative strength, rather than relying on hindsight and past performances.

Qualitative Assessment - Five Pillars for Manager Selection

Investment Process 7 features 27 attributes of team's idea generation, principles, and approach, including investment style, accountability, market changes responses, ESG material consequences, etc. Portfolio Construction 7 features 17 attributes of portfolio construction principles, including portfolio limits, liquidity capacity, active shares, investment and divestment bases, research resources, security weight, etc. Performance & Risk 6 features 30 attributes of performance risks generated, including alpha sources, investor diversification, net returns above benchmark, drawdowns, recovery, stress testing, etc. Stewardship 5 features 32 attributes towards a serious approach on the manager's engagement disclosure, stewardship principles, engagement frequency, responsible shareholding, and voting disclosures, etc. Corporate Quality 13 features 52 attributes to reflect the parent company's corporate citizenship, transparency on key-man events and material redemptions, AUM change, skin in the game, compliance protocol, breaches and remedies, etc.

Gatekeeper Register - Exclusive Platform for Manager Intelligence

Gatekeeper Register

Exclusive Platform
for Manager Intelligence

 

A comprehensive library to feature the best-of-the-best managers and strategies selected by a prestigious panel of gatekeepers. The Gatekeeper Register is also a live forum where interviews with fund managers and CIOs are held annually in different time zones allowing asset owners and due diligence personnel to conduct a deeper analysis of the team and the strategies.

Research & Ideas Exclusive gatekeeper access to award-winning strategies packed with videos, documents, research, reports, ideas, and themes related to the fund. P2P Commentaries A collection of commentaries and observations shared by asset owners, gatekeepers, and consultants for peer assessment. A must-read before onboarding. Gatekeeper Forum A highly curated forum that connects the buy and sell-side of funds and empowers gatekeepers to look under the hood before they invest. Learn More

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