Unified ESG & climate risk analytics for portfolio insights
Combine ESG factors - physical/transition climate, social, governance - across buy-side portfolios and funds, with Taxonomy-aligned scoring, forward-looking analysis and supporting reporting disclosures preparation.
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Why the buy-side chooses Opensee for ESG and climate risk analytics
Key capabilities of Opensee for ESG and climate risk analytics
Centralize ESG data with full traceability across funds
Consolidate ESG ratings, emissions data, and physical and transition climate indicators alongside portfolio holdings, fund structures, and benchmarks. Analyze ESG and climate indicators at any level—from firm-wide views down to individual issuer, security, or fund—while preserving full lineage, versioning, and auditability.
Centralized ESG data from multiple ratings providers and internal sources
Physical climate indicators (e.g. flood and heat exposure based on geolocation)
Transition indicators (sector classification, emissions intensity, policy sensitivity)
Carbon emissions data (Scopes 1, 2, and relevant Scope 3 estimates)
Stress test climate and transition risk impacts on portfolio performance
Move beyond static ESG indicators by applying climate and transition assumptions aligned with market practices and regulatory expectations. Assess how different pathways affect portfolio exposures, sector allocations, emissions intensity, and ESG metrics across funds and strategies.
Climate and transition pathway analysis at issuer and portfolio level
Physical climate exposure analysis across assets and geographies
Transition analysis using carbon price and sectoral decarbonization assumptions
Comparison of impacts across funds, strategies, and benchmarks
Build, apply, and compare ESG scores across funds
Navigate multi-dimensional ESG datasets using flexible aggregation and drill-down across issuers, sectors, geographies, portfolios, and funds. Build internal ESG indicators and scoring methodologies, apply them consistently across fund ranges, and monitor concentrations and changes over time.
Multi-dimensional aggregation by issuer, sector, geography, and fund
Configurable internal ESG scoring and weighting methodologies
Cross-fund ESG score comparison and peer analysis
ESG exposure, concentration, and trend analysis
Support buy-side ESG and climate disclosures
Support ESG and sustainability reporting obligations with consistent, auditable data and calculations. Prepare inputs for CSRD/ESRS, SFDR, and EU Taxonomy reporting, ensuring alignment between portfolio analytics, disclosed metrics, and client reporting requirements.
CSRD / ESRS data preparation and alignment for asset managers and asset owners
SFDR reporting, including Principal Adverse Impact (PAI) indicators
EU Taxonomy eligibility and alignment analysis at portfolio and fund level
Full data lineage, versioning, and audit trails for disclosures
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