Portfolio management applications and data for fixed income investors.
Portfolio
Investortools
Engagement: Project Consulting
Assessed ESG market and metrics for new product application to capitalize on “white space” opportunity.
Industry Sector: ESG Data Metrics, Data Sciences

Status: Completed
Business Stage: Growth
Outcome: Execution-ready business plan with full market analysis, target markets and companies, timeline roll-out with tasks/goals/deadlines, data metrics framework, and user interface