Investors

Looking for an impact or ESG management tool?  Join a group of leading investors that are leveraging the power of the B Analytics platform.

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Managing for Impact

Investors are increasingly recognizing the importance of managing the non-financial impact of portfolios. A growing body of evidence demonstrates how managing for impact results in stronger financial returns and reduced reputational risk, and a growing community of institutional investors require disclosure of ESG and impact data. For investors wondering how to start measuring and managing impact,  Measure What Matters programs and the B Analytics platform provide a seamless data collection, management, and reporting solution for capital markets partners.

A Flexible Platform that Meets Your Needs

The advanced functionality of B Analytics allows investors to customize the platform to meet their unique impact management needs. Investors using the GIIRS rating system collect comprehensive data via the B Impact Assessment which is validated by B Lab. Others use the Quick Impact Assessment or customized metric sets to measure impact by sector or company impact, then aggregate that data through the powerful Tableau-enabled visualization of B Analytics. All of the visualizations and data can be exported to meet external reporting needs.

  • Beam

    Brian Cayce

    "When a third party benchmarks your performance on a global barometer, it adds credibility. The structure of the impact report was an excellent learning tool. We loved the whole process."
    View Case Study
  • Sarona Asset Management

    Serge LeVert-Chiasson

    "Our investment committee likes to see whether or not the GIIRS fund manager evaluation is in line with our own assessment of the opportunity. Between the two, we can come up with a consolidated, holistic interpretation of a fund manager’s view of impact and a much more valid and trustworthy understanding of the impact of a particular investment strategy. "
    View Case Study
  • Vox

    Daniel Izzo

    "The structure of the B Analytics report – its ease of communication and efficacy for understanding our impact – was able to guide the investor discussion, along with other considerations that led to the investment decision. "
    View Case Study

Pricing Information

Basic and Premium subscriptions are available for both Individual and Institutional investors. Check out the features available below to determine which subscription is right for you! A variety of opt-in features are available with Premium subscriptions for additional fees.

  Premium Subscription Premium Subscription
Investor Type Individual Institutional
Annual Fee $4000 $10,000
Licenses Per Subscription 1 5
Analytics Listing Check Mark Check Mark
Find Companies & Funds Check Mark Check Mark
Market Trends Check Mark Check Mark
Measurement & Evaluation - Reviewed Data Collection/Ratings for 15 companies (Comprehensive or Thematic & Industry Data) Check Mar Check Mark
Data Access for 50 companies   Check Mark
Improvement Tools Check Mark Check Mark
Benchmarking & Reporting - Individual Metrics Check Mark Check Mark
Benchmarking & Reporting - Scores Check Mark Check Mark
Recognition As a Pioneer Investor Opt In Opt In
Custom Metrics & Analytics Opt In Opt In
Data access for an additional 50 companies Opt In Opt In
Measurement & Evaluation - Reviewed Data Collection/Ratings for Companies or Fund Managers (Comprehensive or Thematic & Industry Data) Opt In Opt In
Measurement & Evaluation - Unreviewed Data Collection for Additional Companies Opt In Opt In

Opt In Services

These features are available along with a Premium subscription for additional fees.

Service Annual Fee
Recognition as a Pioneer Investor Free
Custom Metrics & Analytics $2,000 per custom report
Data Access for An Additional 50 Companies or Fund Managers Individual Investor: $2,000 Institutional Investor: $5,000
Measurement & Evaluation - Reviewed Data Collection/Ratings for Additional Companies < $50m in revenue - $300 per company
> $50m in revenue - $500 per company
Validation Reviewed Ratings: $1,000 per company
Onsite Reviewed Ratings: $5,000 per company

 

Start Measuring Impact Performance

To learn more about how our platforms and programs can work for you and discuss your unique impact management needs, contact us or join an upcoming B Analytics demo.

Contact Us   View Demo Schedule