Technology
Power up your portfolio
in one intuitive and easily managed platform
300,000
+
Mutual Funds & ETF
60,000
+
Sustainability Scores
40,000
+
Companies
350
Investment Strategies
Features
Addressing your
Fund Onboarding Issues
Digitized Workflow Management
Complete digitized workflow for gatekeepers due diligence and onboarding. The workbench from screening to initiating RFP to document signing and approval all in one flow.
Reporting
Get access to regulators approved Fund factsheets, Key product documents, and proprietary Sustainability report and Due diligence report, Industry report, plus the self-reported Stewardship documents.
Sustainability & Fundamental Data
Full suite of fund profile, fundamentals, peer analysis, ESG & Global Compact scoring and ranking, Business Involvement, Temperature-alignment, and proprietary Qualitative capability assessment scoring.
Gatekeeper Chat Room
An exclusive and highly curated chat room for gatekeepers to exchange intelligence on a manager about their observations, findings, and experience with the manager.
Performance Management
Automated updates to quantitative, sustainability, and qualitative performances on existing portfolios or watchlists for accountability and future onboarding consideration.
Face-to-Face Due Diligence
An annual Gatekeeper Forum connects both the buy and the sell-side of funds. It empowers gatekeepers to look under the hood before investing and drill down to the team's underlying idea generation and philosophy.
Solutions
The Source for
Sustainability Intelligence
Asset Owners
Perform due diligence, screen and monitor managers, and hold them accountable. Choose managers with the best stewardship and the most value-aligned objectives.
Wealth Managers
BlueOnion helps gatekeepers at intermediaries such as banks, EAMs, and consultants conduct thorough due diligence and screen investments by their qualitative and sustainable capabilities.
Asset Managers
Asset managers use BlueOnion to showcase their team and corporate qualities and compete for capital allocation through digital and valuable networking.
Latest Update
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盡職治理及負責任投資. 拍攝日期2022年 BlueOnion行政總裁 Elsa Pau, 周尚頤博士 Christine Chow, PhD 及戴潔瑩博士 Agnes K
Stewardship & Responsible Investing with Dr. Christine Chow & Dr. Agnes K
BlueOnion’s Chief EC.ESG Investment Strategist Dr. Agnes K Y Tai was invited
BlueOnion’s Chief Sustainability Officer Dr. Jeanne Ng discusses challenges in adapting to
BlueOnion's Chief Sustainability Officer Dr. Jeanne Ng was recently featured in a
Founder and CEO Elsa Pau joined industry experts in discussion of key
Elsa Pau of BlueOnion comments on state of climate-related financial reporting in