Entelligent

Some exciting news from Entelligent: Guardian Life has launched a new registered index-linked annuity (RILA) that relies on an equity index codeveloped by Societe Generale and Entelligent®. It’s called Guardian MarketPerform™ – and it’s Guardian’s first RILA. Guardian MarketPerform offers the Entelligent-powered SG Smart Climate Index as one of its four index options. Entelligent designed SG Smart Climate in partnership with SocGen. The index relies on Entelligent data analytics in its stock-selection process to estimate companies’ return sensitivity to future energy transition and climate transition scenarios. Entelligent’s financially-relevant, integration-ready data sets are optimized for high-performance product innovation. Our data today supports a wide range of climate risk-protected indices and benchmarks, with assets under management growing rapidly across diverse financial products. Contact us today to find out how Entelligent’s data-driven solutions can help you and your clients capture the #energytransition opportunity, mitigate its risks — and create a richer future. #climatetech #climaterisk #climateinvesting #annuities https://lnkd.in/eUSzEmAf

When It Comes to the Climate Transition, Forewarned Is Forearmed In its latest annual sustainability report, published June 12, #Microsoft revealed that its carbon emissions had increased by nearly 30% since 2020, “primarily due to the construction of data centers.” This came as a surprise to most investors, according to CNBC (https://cnb.cx/3RBCIRH) – but not to users of Entelligent’s data. As shown in the chart, Entelligent clients would have been able to see – in advance – a steady decine since 2020 in Microsoft’s expected return premium in a NetZero 2050 scenario. Entelligent’s proprietary data solutions are purpose-built to uncover forward-looking performance insights exactly like these. Our data analytics enable investors to measure and manage transition risk (and transition opportunities), down to the individual security level. Leading financial organizations rely on Entelligent because our methodology is entirely empirical – not designed to meet the objectives of an external value system such as “green” investing or #ESG. Unlike others, Entelligent delivers financially relevant metrics – risk premia, impact to P&L, etc. – that users can readily integrate into their workflows to forecast performance in various transition scenarios. What other companies in your portfolio carry unexpected climate and energy transition risk? Given massive recent growth in AI processing, and ongoing fierce competition among operators of server farms, it’s a question asset managers might want to ask… #transitionrisk #ESGinvesting #climateinvesting

As #WarrenBuffett said, “When the tide goes out … “   For as long as ESG investing has existed, there has been a debate about whether its performance is the result of inflows or of alpha. Most analysts have agreed it’s been driven mostly by inflows – implying that ESG performance is not sustainable.   This was borne out when, two years ago, amid the energy shock triggered by the Russia-Ukraine war, #ESGfunds performance took a beating. And now, the FT reports outflows are accelerating.   To really capture the opportunity presented by the energy transition, an approach anchored in financial materiality and energy forecasting is required.    Entelligent ’s energy transition metrics are additive to performance. They measure the impact of energy pricing and demand changes on future investment performance.     Entelligent drives performance and carbon reduction by enabling more accurate discernment among energy transition leaders and laggards — regardless of industry sector.     Contact us to learn more – Hadrien Moulinier, MBA Fenton Aylmer, Maximilian Nelte #transitionrisk #ESGinvesting #climateinvesting

The credibility of carbon offsets continues to take a beating – and by extension carbon data's usefulness as a metric in financial and investment analysis. Entelligent's transition risk methodology steers clear of this problem, delivering standardized, forward-looking, financially-relevant data that's ready to integrate in financial workflows and risk frameworks. Janet Yellen tackles the issue in a story in the FT today ... https://lnkd.in/exJsjbU6 Let us know if you'd like to learn more. It's one of our favorite subjects. Contact Hadrien Moulinier, MBA Fenton Aylmer Pooja Khosla #carboncredits #climaterisk #climateinvesting #energytransition.

What role will AI play in driving #sustainability? Entelligent’s Pooja Khosla will join a panel discussion unpacking this topic at a May 14 event in New York City sponsored by the HBS Women's Association. Dr. Khosla — a founding developer and patent-holder of Entelligent’s core technology, and its acting CEO — will bring insights on applying #AI to energy and climate data in order to understand climate risk and identify #climate transition opportunities. Here’s the premise: Because energy drives the global economy, nearly all assets will be subject to new risks as the global energy system transitions to greater sustainability. This transition, if analyzed correctly, can drive value creation and growth. The idea is to put the power of capital markets in the service of sustainability by applying data science. A centerpiece of Pooja's work has been partnering with far-seeing financial enterprises like Societe Generale, the United Nations Joint Staff Pension Fund (UNJSPF), Bank of America, FactSet and SIX, to collaborate on realizing this vision. The panel discussion — Leveraging AI and Technology for Sustainability — is part of the HBS Women's Association's ESG Series. https://lnkd.in/ezDtFZXR #energytransition #climatetech #climaterisk #climateinvesting 

Some exciting news from Entelligent: Guardian Life has launched a new registered index-linked annuity (RILA) that relies on an equity index codeveloped by Societe Generale and Entelligent®. It’s called Guardian MarketPerform™ – and it’s Guardian’s first RILA. Guardian MarketPerform offers the Entelligent-powered SG Smart Climate Index as one of its four index options. Entelligent designed SG Smart Climate in partnership with SocGen. The index relies on Entelligent data analytics in its stock-selection process to estimate companies’ return sensitivity to future energy transition and climate transition scenarios. Entelligent’s financially-relevant, integration-ready data sets are optimized for high-performance product innovation. Our data today supports a wide range of climate risk-protected indices and benchmarks, with assets under management growing rapidly across diverse financial products. Contact us today to find out how Entelligent’s data-driven solutions can help you and your clients capture the #energytransition opportunity, mitigate its risks — and create a richer future. #climatetech #climaterisk #climateinvesting #annuities https://lnkd.in/eUSzEmAf

Stress-testing the stress test? ... A new analysis by FactSet’s Kristina Bratanova, CFA validates Entelligent’s T-Risk as a driver of outperformance in climate-aware investment selection and risk management… Here’s how: Alpha Generation — Indices with better aggregate T-Risk scores (in a Paris-aligned scenario) consistently outperform during energy-related shocks, offering potential upside. Aligning portfolios with the T-Risk Net Zero 2050 climate scenario enhances resilience, reduces losses and improves returns. Risk Mitigation — Prioritizing companies with high T-Risk scores, especially Entelligent’s top two quartiles, results in better risk-adjusted returns and enhances overall portfolio resilience. Scenario-Specific Optimization — Strategically overweighting superior T-Risk companies and reducing exposure to our bottom quartile significantly bolsters overall transition resilience and safeguards against losses in specified stress test scenarios. Read the full analysis here: https://lnkd.in/eqgrjAaC #energytransition #climatetech #climaterisk #climateinvesting #scenarioanalysis

Stress testing climate risk on FactSet — It’s not about checking a box, it’s about unlocking insights We're excited to share a great article by FactSet’s Kristina Bratanova, CFA, just published on FactSet’s Insights blog. It's focused on #climate #scenarioanalysis and stress testing. Kristina — FactSet’s Senior Product Manager for ESG, Climate, Regulatory Risk — chose Entelligent’s T-Risk data solution as the basis for a set of hypothetical stress tests on FactSet’s Portfolio Analytics platform. The article is worth a closer look — for two reasons: 1 - It’s a useful step-by-step guide for portfolio managers and analysts looking to meet a #riskmanagement requirement that’s proven challenging to those who rely on traditional #climatetransition data and tools. 2 - It demonstrates the power of Entelligent’s T-Risk — an energy-based measure of transition and non-localized physical risk that provides insight not only into the transition's downside impacts but also its upside opportunities. Please read and share — and let us know if you’d like to learn more about Entelligent’s latest accomplishments and the power of our solutions. Find the article here: https://lnkd.in/eqgrjAaC #energytransition #climatetech #esgreporting

Stress testing climate risk on FactSet — It’s not about checking a box, it’s about unlocking insights We're excited to share a great article by FactSet’s Kristina Bratanova, CFA, just published on FactSet’s Insights blog. It's focused on #climate #scenarioanalysis and stress testing. Kristina — FactSet’s Senior Product Manager for ESG, Climate, Regulatory Risk — chose Entelligent’s T-Risk data solution as the basis for a set of hypothetical stress tests on FactSet’s Portfolio Analytics platform. The article is worth a closer look — for two reasons: 1 - It’s a useful step-by-step guide for portfolio managers and analysts looking to meet a #riskmanagement requirement that’s proven challenging to those who rely on traditional #climatetransition data and tools. 2 - It demonstrates the power of Entelligent’s T-Risk — an energy-based measure of transition and non-localized physical risk that provides insight not only into the transition's downside impacts but also its upside opportunities. Please read and share — and let us know if you’d like to learn more about Entelligent’s latest accomplishments and the power of our solutions. Find the article here: https://lnkd.in/eqgrjAaC #energytransition #climatetech #esgreporting