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Invest Wisely. Impact Widely. 

UNLOCK FINANCIAL RESILIENCY AND INVESTMENT RETURNS

Sustainability Copilot

Sustainability Copilot is a sustainability x AI platform that answers the critical question of how sustainability drives financial returns at companies. Unlock a greener future and higher investment returns.

Asset managers, banks, pension funds, family offices, wealth managers, and corporates use PortageBay to:

  • Pinpoint the sustainability factors that create long-term value at companies

  • Improve investment decisions and generate alpha

  • Enhance proprietary research and benchmarking

  • Ensure compliance with global sustainability standards
  • Reduce ESG data-related operating costs by as much as 90%

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Navigating in Woods
Compass

Invest Wisely, Impact Widely
with Conviction

TAME COMPLEXITY. ELIMINATE DRUDGERY. UNLOCK VALUE.

PortageBay reduces the complexity of sustainable investing to help you make better decisions in less time.

Much like the term "portage" refers to the arduous task of carrying a boat over land to navigate around obstacles and connect bodies of water, PortageBay does the heavy-lift for you by connecting multiple pools of value-added investment and sustainability information. Better information yields better outcomes. 

To tame complexity, the platform synthesizes the data, leveraging AI-analytic engines that combine LLMs, machine learning, and quantitative finance, to deliver decision-useful insights.

With Sustainability Copilot, you'll get to your destination effortlessly.

Efficient Investment Research

Improve sustainable investing research with an integrated suite of qualitative & quantitative tools. Chat with Portageur to pull up the answers you need from our vast data resources.

Improve Investment Decisions

Pinpoint sustainability factors that drive investment returns. Leverage predictive models to forecast financial outcomes and sustainability outcomes.

Climate Solution

Reduce noise around climate goals and sniff out greenwashing in seconds. Test & verify a company's climate goals and perform scenario analysis.

Streamline Reporting

Comply with sustainability standards with effortless reporting templates. Report  & track engagement activities to streamline year-end reporting.

Auditable, Transparent, Comparable Data

Save time, money and headaches and let us do the heavy lift in bringing raw sustainability data up to global standards.  Audit traditional and alternative information sources for a 360 view. 

Customized to Your Needs

Control your own ESG views. No black boxes.  Customize materiality, reports, and models so that you can deliver market differentiated solutions

DATA RESOURCES AT A PLANETARY SCALE

98%

coverage of MSCI ACWI companies

40M

ESG data points since 2015

450k

sustainability documents analyzed

200k

information sources tracked in real-time

INNOVATION REWARDED

FOUR CONSECUTIVE YEARS OF UNINTERRUPTED EXCELLENCE

What Clients Say

PortageBay is our secret weapon. It does much more than other offerings.
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