BlueOnion operates a data-driven platform that connects investors and gatekeepers with sustainable investment products, offering tools for due diligence, performance management, and comprehensive sustainability scoring. The platform addresses the challenge of transparency in sustainable investing by providing a digitized workflow for onboarding and monitoring investment managers, ensuring accountability and alignment with sustainability criteria.
Funding
Funding not disclosed
Founders
Product
Problem
Investors and gatekeepers face challenges in identifying and assessing sustainable investment products due to a lack of transparency and standardized data. The complexities of due diligence, performance monitoring, and sustainability scoring create inefficiencies in the responsible investment process.
Solution
BlueOnion offers a data-driven platform designed to connect investors and gatekeepers with sustainable investment opportunities. The platform provides tools for digitized onboarding, due diligence, and performance management of investment managers, ensuring accountability and alignment with sustainability criteria. By offering a comprehensive suite of fund profiles, fundamental data, ESG scoring, and qualitative assessments, BlueOnion facilitates informed decision-making and promotes responsible investing. The platform's digitized workflow streamlines the investment process, from screening and RFP initiation to document signing and approval, all within a single, intuitive interface.
Target Audience
BlueOnion serves asset owners, wealth managers, and asset managers seeking to enhance their sustainable investment strategies through improved due diligence, screening, and monitoring processes.
Features
- Digitized workflow management for gatekeeper due diligence and onboarding, from screening to document signing.
- Access to regulator-approved fund factsheets, key product documents, and proprietary sustainability and due diligence reports.
- Comprehensive fund profiles with fundamentals, peer analysis, ESG & Global Compact scoring, business involvement data, and temperature-alignment metrics.
- Exclusive gatekeeper chat room for exchanging intelligence on investment managers.
- Automated updates on quantitative, sustainability, and qualitative performance for existing portfolios and watchlists.
- Annual Gatekeeper Forum connecting buy-side and sell-side fund representatives for in-depth due diligence.