use cases

we support your bespoke investment strategies

Purpose-built: get the power of our deep ESG analysis and synthesis into your workflows to speed decision-making. Our Analysis and Scores power existing strategies and enables new ones.

01

ESG Integration in Bond Trading

ESG Integration in Bond Trading

Identify bonds that meet certain ESG criteria to support efficient buy/sell decisions in primary and secondary markets. Find the right bond faster. Enhance exclusionary strategies.

02

Construct and Manage Portfolios

Construct and Manage Portfolios

Use Kestrel Analysis and Scores to construct fixed-income portfolios that target reductions in carbon emissions over time. Understand and communicate the ESG impact of bonds in portfolios. Be efficient and find ways to differentiate.

03

Impact Reporting

Impact Reporting

Communicate the true ESG impact of bond holdings with our Sustainability Analysis and alignment to UN SDG Goals at the Target level. Additionally, our Use of Proceeds Analysis summarizes Kestrel findings, including key bond-financed activities and their material ESG attributes, as well as risk mitigants.

04

Thematic Investing

Thematic Investing

Identify bonds that qualify for specific sustainability themes, like Clean Energy, Access to Education, Affordable Housing or the Just Transition. Build out a net-zero approach with municipal bonds.

05

Identify Unlabeled Green, Social & Sustainability Bonds

Identify Unlabeled Green, Social & Sustainability Bonds

Identify unlabeled but eligible bonds in the primary and secondary markets.

06

Compliance

Compliance

Meet your net zero investing and social equity commitments. Show compliance with internal and external investment mandates.