Link your client’s sustainability values with their advice needs with confidence. Perfect for Advisers working in the space for the first time, as well as the seasoned specialist.
Combining artificial intelligence with fundamental sustainability data on over 100,000 funds and direct investments, to provide Advisers with powerful, unique information on how a client’s sustainability preferences align to their investment choices.
The only end to end digital sustainable investing Discovery, Analytics and Advice support platform. Purpose built for the 90% of Advisers who are not specialist in Sustainable Investing.
A ‘risk profile for sustainability’. Oko Adviser is fully compatible your existing advice processes and systems.
We combine market leading sustainability data with our unique approach to give you a true and accurate reflection of the sustainability performance of Funds, ETFs and Shares. All aligned to each of your clients individual needs.
Our advance analytics engine helps quickly sources aligned solutions and avoid greenwashing.
Detailed, independent ESG summaries for Funds and Companies plus ESG Reasons detailing the reasons why any instrument is linked to a cause or issue selected in your client’s profile.
Combing artificial intelligence models with fundamental ESG data, our advanced, purpose built natural language summaries give you access to unique and powerful information, ready to be shared with clients.
Step 1.
Engage with clients through fact find screening question and email outreach. (Resources available)
Step 2.
Define your client’s sustainable investing parameters, consistently and accurately in minutes with the beautifully designed purpose built Sustainability Profiler
Step 3.
Our analysis engine will automatically analyse and provide results for each client’s personal profile against your Portfolios and APLs.
Step 4.
Get all your post meeting and compliance needs with intelligent templates that automate your post meeting outputs, including emails, file notes and SoA inputs.
Our 5th generation profiling tool enables Adviser to accurately define their clients sustainable investing profiles using data intelligent modelling.
Auto analysis of your client’s portfolios to identify investments that conflict with their sustainable investing profile, and identity investments which might be more aligned.
Gain access to institutional-grade ESG and markets research on over 100,000 international listed and unlisted shares, ETFs and managed funds.
Manage, filter and compare investments across Ethic Adviser sustainability scores, financial returns, yields, risk, and comparisons against industry benchmarks.
Our email templates help you to position meetings, create automated post meeting emails as well as meeting notes that include all client inputs, your decisions and next steps.
Access automated and tailorable advice outputs which can easily be added to your existing documents. These include the client inputs, your decisions and the advice you plan to give.
Ongoing access to time-stamped interactions and records for each of your clients, and support your annual reviews, which help you meet your compliance needs.
Protecting your client’s personal information is paramount. We don’t require Client personal data and all Oko Advisers’ systems are encrypted and protected to the highest standards.
Political disputes, greenwashing concerns, and increasing regulatory demands have been significant hurdles, yet our commitment to sustainability remains unwavering. At Oko Adviser, we believe that integrating sustainability analysis is crucial for understanding a company’s stakeholder relationships, exposure to emerging social and environmental issues, and adaptability. This focus on sustainability isn’t just a trend; it’s a core component of long-term investment strategy.
Market Forces, an environmental advocacy group, has lifted the veil on Australian superannuation funds, revealing a startling trend: a doubling of investments in fossil fuel companies over the past two years
One well-known issue in ESG reporting is greenwashing, where companies portray themselves as more sustainable than they truly are. This phenomenon exists on a spectrum, ranging from deliberate deceit to wishful thinking. Additionally, newer terms like “greenhushing” and “green wishing” have emerged.
Start your free trial. Add clients and start researching investments in minutes.
Get access to all the Oko Adviser features with one transparent fee. Need help? Our support team will get you up and running in no time.
In the spirit of reconciliation, Oko respectfully acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today. Our head office is located on the land of the Gadigal people, of the Eora nation.