iStock.com / vgajic
Maddie Johnson
Toronto-based Wealthscope, which provides portfolio analytics and retirement planning software, has partnered with California-based OWL Analytics to offer portfolio-level environmental, social and governance (ESG) scoring to retail investors.
OWL Analytics’ research provides ESG scores for stocks and funds, and percentiles relative to their peer categories, a release said. It also tabulates weighted scores at the portfolio level.
The ESG research will be integrated into Wealthscope’s portfolio scorecard.