Technology

Power up your portfolio

in one intuitive and easily managed platform

140,000

Mutual Funds and ETF

60,000

+

Sustainability Scores

8,000

Companies

350

Investment Strategies

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.

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.

Performance Management

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

Face-to-Face Events

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.

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.

Our 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.

Gatekeepers

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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