Reflect provides a cloud‑based platform that enables asset managers, wealth advisors, and institutional investors to define custom ESG criteria across 18 sub‑themes and score holdings—including equities, bonds, ETFs, mutual funds, and SMAs—against those criteria. It delivers real‑time impact analytics, automated compliance reporting for SEC Rule 35d‑1 and SFDR, and a recommendation engine that suggests aligned substitution candidates.
Funding
Funding not disclosed
Founders
Product
Problem
Asset managers, financial advisors, and institutional asset owners must demonstrate that their portfolios align with specific ESG values and comply with regulations such as SEC Rule 35d‑1, yet most existing ESG tools offer only generic avoidance screens and lack the granularity to reflect nuanced investor priorities. This creates difficulty in documenting compliance, communicating value alignment to clients, and making actionable portfolio adjustments.
Solution
Reflect delivers a cloud‑based values‑based investing analysis engine that guides users through a fully digital values discovery process, allowing them to define bespoke ESG criteria across 18 sub‑themes. The platform scores holdings—including equities, bonds, ETFs, mutual funds, and SMAs—against the defined values, generating transparent, customizable reports at the security, manager, or portfolio level. Real‑time impact analytics show how adding or removing securities changes the overall ESG score, while an integrated recommendation engine suggests aligned alternatives. Compliance modules produce documentation that satisfies SEC 35d‑1 and SFDR reporting requirements, enabling advisors and asset owners to demonstrate material alignment with fiduciary duties.
Target Audience
The primary customers are asset management firms, wealth‑management advisors, and institutional asset owners such as pension funds, endowments, and foundations that need to align investments with stakeholder values and regulatory mandates.
Features
- Interactive values discovery workflow that captures investor‑specific ESG preferences and maps them to 18 standardized sub‑themes
- Proprietary scoring engine covering ~6,500 companies (≈98 % of global market cap) across multiple asset classes (equities, fixed income, ETFs, mutual funds, SMAs)
- Automated compliance reporting for SEC Rule 35d‑1, SFDR Articles 6/8/9, and other regulatory frameworks, with exportable audit trails
- Real‑time portfolio impact dashboard that quantifies ESG score changes for individual securities and entire portfolios
- Custom report generator delivering detailed analytics at the security, manager, or portfolio tier, including UN SDG mapping and diversity metrics
- Recommendation engine that identifies misaligned holdings and proposes substitution candidates aligned with defined values
- API and data export capabilities for integration with existing portfolio management and CRM systems