MackeyRMS Launches ESG Scorecard

Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.


Research management software provider MackeyRMS is launching ESG Scorecards, a toolkit to improve investment selection, monitoring, and reporting in environmental, social, and governance-focused portfolios. The scorecards are designed to help investment teams grade securities and funds before inclusion in client portfolios, as well as to monitor existing portfolios.

Portfolio managers and analysts can use the scorecards to monitor the ESG status of portfolio holdings in real time, and report

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