Easy
Implement your ESG indicators 100% no-code
Adjustable
Deploy your strategy despite regulatory changes
Scalable
Every i/o process can be performed manually and automatically via the API
Key factors
Features
Your ESG database
Set-up a data model for your own SRI strategy
Mix external / internal data (including overwritten data)
Insert your data, automatically or manually
Issuer indicators
Define your indicators within an intuitive module
Leverage ORYA methodologies to compute your own PAI and other indicators
Set up your own Dashboards
Portfolio indicators
Define your indicators within an intuitive module
Leverage ORYA methodologies to compute your own PAI and other indicators
Set up your own Dashboards
Simulation buy / sell
Simulate your portfolios transactions
Monitor the impact to your portfolio on a line by line basis
Add new assets, simulate subscription / redemption
Banned lists
Leverage an intuitive module to define your exclusion rules
Compute on-demand lists
Monitor the impact of your rules
ESG universes
Build your ESG universes from your benchmarks and subtract issuers according to a "best-in-class" methodology
Compare your portfolios with ESG universes
Ensure compliance with SRI Labels
Keep control on important features
Automate the others
The Orya API allows your IT department to automate most of the processes, including communication with internal information systems
Data imports
manually
automatically
automatically
Portfolios imports
manually
automatically
automatically
Reports exports
manually
automatically
automatically