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Empowering Sustainable Growth with Smart Analytics

BlueConnect is an advanced cloud terminal purpose-built for asset and wealth managers to drive asset growth and manage sustainable portfolios with confidence. By streamlining every stage of the investment process—from screening and simulation to construction and continuous monitoring—BlueConnect delivers unmatched workflow efficiency. Its AI-powered predictive analytics and anomaly detection reveal hidden risks and new opportunities. Instantly generate tailored, on-demand reports—including company ESG, fund ESG, PCAF, and PAI—to gain clear insights into ESG performance, carbon metrics, and compliance, enabling truly informed investment decisions.

Company ESG

Fund ESG

PCAF

PAI

BlueConnect - Smart analytics key highlights

smart analytics

Key Highlights

 

BlueConnect empowers asset and wealth managers with a robust, cloud-based platform that revolutionizes sustainable investing. The platform optimizes every step of the investment journey, seamlessly guiding users from initial screening and scenario simulation to portfolio construction and ongoing monitoring. Advanced AI capabilities deliver predictive analytics and anomaly detection, equipping managers to proactively identify risks and capitalize on emerging opportunities. BlueConnect ensures a comprehensive, data-driven approach to responsible investing.

simplify. automate. accelerate.

Streamlined Workflows

 

BlueConnect simplifies the investment process through a unified platform supporting each critical stage:

Screening Effortlessly filter and identify investment opportunities using customizable ESG and financial criteria. Simulating Run scenario analyses to understand portfolio performance under various market and sustainability conditions. Constructing Build and optimize portfolios tailored to clients' sustainability goals and risk profiles. Monitoring Continuously track portfolio performance and sustainability metrics, enabling swift responses to market changes and emerging risks.

BlueConnect - streamlined workflows

BlueConnect - customized reporting

Insights that Matter

Customized Reporting

 

On-demand, customizable reporting delivers the insights you need for robust ESG oversight and compliance:

Company ESG Reports In-depth evaluations of individual companies' sustainability practices and impact. Fund ESG Reports Comprehensive analysis of fund-level ESG performance to align portfolios with client values. PCAF Reports Detailed assessments of carbon metrics and portfolio carbon footprints for climate-conscious investing. Sustainability (PAI) Reports Transparent reporting on principal adverse impacts, supporting regulatory compliance and responsible investment mandates.

insights that matter

Benefits of Using
BlueConnect

 

BlueConnect is a powerful ally for asset and wealth managers navigating the complexities of sustainable investing. By automating workflows, leveraging AI for advanced analytics, and offering flexible, in-depth reporting, BlueConnect empowers financial professionals to drive asset growth while championing responsible investment. This integrated approach enhances financial returns and delivers positive environmental and social outcomes.

Informed Decision-Making

AI-powered analytics and comprehensive reporting enable data-driven decisions that align with both financial and sustainability objectives.

Enhanced Compliance

By providing insights into ESG performance and regulatory requirements, BlueConnect helps firms adhere to evolving compliance standards in sustainable finance.

Risk Management

Continuous monitoring and anomaly detection enable proactive risk management, safeguarding assets from potential market downturns or adverse events.