CapIntel, which specializes in automated proposal generation, workflow and fund analysis for advisors, announced the new ESG data component to the service this week. The firm uses ESG data from MSCI to provide ratings, scores and various metrics for funds, portfolios and individual stocks. The target groups for the service — financial advisors and asset management wholesalers — can also add ESG data points from about 230 others that MSCI provides.
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CapIntel adds ESG data as it pushes US expansion
“We wanted to be really careful with the amount of data we provided. It should not be overwhelming,” he said.
