Our Product
Data-centric modular platform
KnowYourFunds becomes your ESG Book of Record
Regulators
MacCos / Depositaries
Investors
Board / Oversight Committees
Holdings upload, asset identification & data mapping
Look through to externally managed funds and fund-of-fund holdings
Input: CSV file with 4 datapoints
Output: Look-through to individual holdings through multiple investment tiers
ESG oversight alignment
Systematic checks to ensure alignment with stated investment goals
Fund Prospectus
ESG Goals AI-harvested
Investment rules built from ESG data-provider's metrics
Exception alerts
Timely, specific alerts to potential exceptions
ESG Book of Record
Independent, empirical compliance record and audit trail
