ESG analysis you can actually stand behind.
Orbit combines regulatory scanning, compliance verification, and custom research in a single integrated solution. Turn millions of unstructured documents into proprietary ESG signals, extract precise metrics directly from source filings, and build custom scores, all with complete audit trails back to the original documents.
The challenge
ESG data is messy, inconsistent, and hard to defend.
Sustainability teams contend with disclosures that vary by company, framework, and jurisdiction, and with growing pressure to evidence every conclusion. Doing this consistently across a full book is beyond manual effort. At least, it used to be.
Inconsistent disclosure
Companies report sustainability data in different formats, frameworks, and languages, making comparison across a universe painful.
Methodology at scale
Applying one consistent ESG methodology across thousands of holdings by hand is not feasible.
Defensibility
Stewardship conclusions and regulatory submissions must be backed by traceable evidence, not opaque scores.
What Orbit does
Complete ESG intelligence, grounded and consistent.
Orbit applies your methodology consistently across a universe and grounds every output in source, supported by the FundSense partnership for ESG and SDR compliance.
Speed and accuracy
Generate engagement and meeting reports on demand, and turn what used to take weeks of manual research into hours, without trading away precision.
Raw data to live signals
Turn millions of unstructured documents into proprietary ESG signals, extract precise metrics straight from source filings, and build custom scores your competitors cannot replicate.
Grounded and defensible
One workflow across every source, with complete audit trails back to the original documents, so every stewardship conclusion and regulatory submission can be evidenced.
Investment stewardship & engagement
Integrate generative AI into your stewardship and engagement process. Automate workflows that monitor investee companies against internal and market frameworks such as SASB, with the accuracy and scalability the process demands, and automate modern slavery disclosure reporting, gap identification, and risk assessment.
RegAware regulatory horizon scanner
Navigate regulatory change with entity-specific profiling tailored to your firm's operations, jurisdictions, and services. Track from discussion papers to final rules to catch changes early, monitor divergence across authorities, and visualize updates with severity ratings and business impact.
Anti-greenwashing & SDR compliance
Ensure alignment with UK Sustainable Disclosure Regulation and FCA anti-greenwashing rules. AI monitoring scans fund documents for anti-greenwashing flags, alongside SDR KPI management and reporting, managing the end-to-end fund labeling process. Supported by the FundSense partnership.
Precise ESG data in your models
Define and extract the exact sustainability data points you need, directly from original documents, and integrate them into your risk and pricing models, so assessments are informed by the most relevant, up-to-date ESG data. Build proprietary scorecards your competitors cannot replicate.
Ready-to-run workflows
Put the use-case library to work.
Sustainability and stewardship teams run these from the Orbit library, then adapt them to their own methodology.
SASB scorecard
A framework-aligned ESG read built on the metrics SASB identifies as financially material, drawn from disclosures.
Controversy monitoring
A standing watch for ESG controversies across a portfolio, tied to the right company.
SFDR PAI reporting
Principal adverse impact data assembled in the form the SFDR regime calls for, structured and sourced.
Engagement priority list
A ranked view of where stewardship attention is most warranted, with the evidence attached.
Anti-greenwashing monitor
Scans fund documents to evaluate greenwashing potential against SDR criteria.
Custom ESG scoring
Your proprietary scorecard, applied consistently across every holding.
Rigorous, comparable, defensible.
See how sustainability teams run their own methodology at scale, with every output traceable to source. These are conversations that matter deeply to us at Orbit.