BlueOnion is BENCHMARK’s research tool that empowers institutional investors, asset owners and private banking gatekeepers to find, screen and monitor the sustainable performance of over 170,000 funds using the three-lenses approach by peeling back the funds’ layers in their Investment returns, Sustainability performance and forward-looking Qualitative capabilities. BlueOnion holds managers accountable with their ESG strategies by analyzing their sectors, industries, investment/divestments actions to validate that they’re following their stated ESG integration philosophies. The data-driven process for outcomes reflects how they’ve taken materiality issues of specific ESG issues into their investment processes.
The BlueOnion Platform
BlueOnion recognizes the increasing demand of qualitative data that is transparent and typically not available in any quantitative network. BlueOnion’s QL tool leverages millions of data through the reporting of local, regional and global fund houses, and combining 41 Qualitative metrics with 189 attributes derived from over 530 inputs of the 5 key Pillars.
Through partnering with data providers who are experts in their own fields, BlueOnion’s ESG partners, combining 250 ESG metrics from 30,000 sources in over 170 countries that covers 7,000+ companies with 85%+ global market caps. The BlueOnion fund level scores are designed to offer a bottom-line view for the investors to measure the sustainability performance of a strategy at the aggregated level for it’s 22 ESG features, 4 GC categories and Temperature score through 5 indicators plus the 11 types of Business Involvement. BlueOnion platform offers a complete suite of 92,184 documents over 210 fund categories.
As responsible investing through environmental, social, and governance (ESG) factors and major sustainability indicators is to be achieved and has become mainstream in all investment processes, BlueOnion has designed a methodical and systematic approach to assist investors to understand financial material ESG and climate risks at the fund and security level.
BlueOnion works with partners who are best in their fields, to combine over 250 ESG metrics from 30,000 sources in over 170 countries to cover 7,000+ companies representing 85%+ global market caps. Using in-depth knowledge about these securities at the company level, the fund level scores are designed to offer a bottom-line view for the investors to measure the sustainability performance of a strategy at the aggregated level. There 22 ESG features, 4 GC categories, and Temperature score through 5 indicators plus the 11 types of Business Involvement.
The Sustainability tool set offers:
Full holdings of company GC, ESG ratings within the portfolio driven by sector, industry sector and country-specific factors on their temperature commitment.
- A global and category rank that rolls-up a fund level score based on the underlying companies’ GC, ESG, and temperature scores. Companies are offered a medal to be rated on the top 30% against their peer group.
- Time-series performance for the fund level GC, ESG, and temperature performance are traced back to a time series as early as 2005. Individual managers’ engagement with investees could be evident over the period traced.
- Peer comparison for funds being compared side-by-side on the risk-based ESG, GC, and Temperature performances to identify outliers based on the investors’ values and priorities of the investors.
- Temperature scores for funds to be first screened on the dashboard based on the percentage of fund holdings that are Paris-aligned (2°C or less) in the near-term (pathway until 2030), and long-term (potential pathway, assuming no changes, until 2050).
BLUESKY QL TOOL
BlueOnion is BENCHMARK’s research tool that empowers institutional investors, asset owners, and private banking gatekeepers to find, screen, and monitor the sustainable performance of over 170,000 funds three-lenses approach. It aims to peel back the funds’ layers in their Investment returns, Sustainability performance, and forward-looking Qualitative capabilities.
BlueOnion’s QL tool recognizes the increasing demand for qualitative data that is transparent and typically not available in any quantitative network.
The tool leverages millions of data by reporting local, regional, and global fund houses and combining 41 Qualitative metrics with 189 attributes derived from over 530 inputs of the five key Pillars: Investment Performance, Portfolio Management, Risk, and Performance, Stewardship and Corporate Quality. Benchmark’s rules-based methodology is driven by the underlying inputs focused around the funds’ stewardship, investment practices, risk management, and portfolio integrity, with a scoring system of -5 to 5. To understand the potential for sustainable performance over the long term, the feature layer aggregates hundreds of inputs along the five key pillars of a fund’s qualitative strength, rather than relying on hindsight and past performances.
To learn how to list your funds on BlueOnion and get in front of our gatekeepers, or book a demo, contact the following parties:
Hong Kong: Chris.Hay@wealthasia.net
Taiwan and Mainland China: Conan.Sun@wealthasia.net
To apply for access to BlueOnion: Cheyne.Reid@wealthasia.net