Act Analytics Recognized as a Finalist in wealthmanagement.com’s Industry Awards Program For Portfolio Analytics

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Innovative ESG Analytics platform shortlisted for the launch of its technology solution to help advisors better manage ESG portfolios and conduct ESG portfolio comparison, modeling, and rebalancing

ESG portfolio analytics are the heart and soul of what we provide as ESG investing is rapidly moving to the forefront for both advisor and investor concerns to have more control, insight and alignment with their investments and their personal values.

Act Analytics, an innovative ESG-based investment analytics technology platform, announced today that the company was recognized as a Finalist in the 2020 “#Wealthies,” the prestigious wealthmanagement.com’s Industry Awards Program in the Technology Providers - Portfolio Analytics category. Act Analytics’ ESG technology platform was selected by a judging panel of industry luminaries in a highly competitive submission process that featured over 600 nominations from over 220 companies.

“We are honored to be recognized as a Finalist for this celebrated award,” said Zachary Dan, co-founder of Act Analytics. “ESG portfolio analytics are the heart and soul of what we provide through the Act Analytics platform, which is experiencing growing momentum as ESG investing is rapidly moving to the forefront for both advisor and investor concerns to have more control, insight and alignment with their investments and their personal values.”

The Technology Providers – Portfolio Analytics category is designed to recognize technology companies for “New initiatives to enable advisors to better construct, compare, model and manage portfolios through new analytical frameworks, ESG and SRI considerations, access to enhanced investment data, reporting, macto-economic impacts, ‘x-ray’ analyses and similar.”

Act Analytics comprehensive ESG technology platform is fueled by the industry’s highest quality ESG data on over 200 ESG factors across 100,000 mutual funds and ETFs, as well as more than 20,000 publicly traded securities. This comprehensive platform helps advisors better compare, contrast and manage ESG portfolios.

“We look forward to participating in the Wealthies Circle initiative to engage with advisors and the industry for this prestigious recognition, as well as attending the virtual gala event in September where we will gather with the wealth management industry to celebrate the winners,” said Dan.

About Act Analytics

Founded by a former financial advisor/portfolio manager and a technology expert, Act Analytics is leading the way for RIAs and investment professionals to invest on a values-based level. As an independent technology company, Act Analytics is able to bring transparency to ESG investing, ensuring that ESG portfolios stand up to the highest levels of stakeholder scrutiny. Based in Toronto, Canada, Act Analytics is dedicated to helping advisors and managers source, access, and analyze ESG investments for their clients. http://www.act-analytics.com

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Zachary Dan
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