Portfolio analysis

Sustainability analysis beyond ratings

All your portfolio analysis needs in one place. Matter opens up the black box of sustainability data and ESG ratings to give you a more nuanced and intuitive perspective on the sustainability profile of your investments than ever before.

Discover greater nuances of sustainability

Access in-depth insights about your investments in order to understand the full extent of their impact.

From high-level portfolio analysis to granular single entity level insights, Matter's portfolio analysis solution enables you to go deeper into the sustainability of your investments across more than 350 different sustainability themes and metrics.

Nuances of sustainability datas

Multi-stakeholder approach

Matter analyses portfolios based on leading expertise from over 45 different sources, including NGOs, academia and governments.

Aligned to leading frameworks

Matter offers portfolio analysis and reporting aligned to leading sustainability frameworks, including SFDR and the United Nations Sustainable Development Goals.

Portfolio to security-level reporting

Matter provides insights at both portfolio and single-security level, so you can analyse how specific issuers affect portfolio sustainability.

“What we really like about Matter's portfolio analysis is that it gives us flags, not ratings. There are lots of different ESG ratings out there, but the problem is that most of them are focused on financial materiality. They do not give you a clear insight into the sustainability profile of a company.”

Sandra Metoyer

Head of Responsible Investments at AP Pension.

Simple, Flexible and Transparent

Matter's Platform is a plug and play solution which foregoes the need for complex integrations.

Sustainability Analysis should not be a black box. We harness the power of collective intelligence, and with Matter, you can trace the data you are seeing back to the expert sources that we work with.

Granular, layered analysis with broad coverage

Analyse your equity and bond portfolios against relevant sustainability metrics and get the full overview with our Platform.

We survey over 350 sustainability themes across more than 15,000 companies and cover +99% of major indices.

Granular analysis datas
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