Responsible Investment Teams

Responsible Investment (RI) teams are the multi-hatted heroes at the frontline of sustainable investing, managing a broad scope with limited resources while striving to meet escalating regulatory demands. PortageBay enables RI teams with modern tools to navigate the complex landscape of sustainability research, engagement & stewardship, compliance, and product management.

Tame Complexity.
Eliminate Drudgery.
Unlock Impact.

Our Tools Help You...

Build Investment Dialogue

by zeroing in on sustainability factors that empirically impact financial returns

Research Efficiently

with Portageur's ability to read thousands of sustainability documents

Develop Proprietary Views

by utilizing Scorecard Copilot that serves as a collaborative knowledge hub of your research views

Engage
Effectively

by replacing messy spreadsheets with an elegant digital engagement solution

Streamline Reporting

by automatically keeping track of engagements and generating reports on demand

Test & Verify Commitments

by gaining a 360 degree view of information to reduce reliance on voluntary disclosure

Reduce
Costs

through higher data usage, centralizing resources and reclaiming your time

What Clients Say

This is my go-to, one-stop-shop for sustainability research. It has simplified my workflow tremendously.

Responsible Investment Teams

Tame Complexity. Eliminate Drudgery. Unlock Impact.

Our Tools Help You...

Subscribe to Our Newsletter

Tame Complexity.
Eliminate Drudgery.
Unlock Impact.