Category

Product Update

ESG Analytics

Inovestor partnered with Sustainalytics, the largest pure-play investment research and ratings firm dedicated to responsible investment and ESG research, with over 25 years of experience in ESG and corporate governance.

This new add-on provides a mix of quantitative and qualitative ESG content and tools to help you integrate ESG factors in your portfolio and identify potential risks of companies.

To start your ESG analytics trial on over 12,000 companies worldwide, click here or contact your account executive.

 

The Sustainalytics company-level ESG Risk Score measures the degree to which a company’ s economic value may be at risk driven by materially relevant ESG factors. The ESG Risk Score is based on a two-dimensional materiality framework that measures a company’s exposure to sub-industry specific material risks and how well a company is managing those risks. ESG Risk Scores are categorized across five risk levels: negligible, low, medium, high and severe. The scale is from 0–100, with 100 being the most severe.
This data point measures the degree to which a company is exposed to risk driven by environment, social or governance issues. The methodology was developed by Sustainalytics in the Fall of 2018 and captures the total exposure of a company’s economic value to ESG risk. This ESG risk is then broken down into various parts: unmanageable, manageable, managed and unmanaged. The unmanaged portion is the Sustainalytics ESG Risk Rating.
Under Sustainalytics methodology, at the company level, this data point represents the portion of ESG risk that a company manages through its policies, programs, management systems etc. The remainder of the manageable risk is called Management gap.
Company Environmental Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by environmental factors. The environmental risk represents the unmanaged environmental risk exposure after taking into account a company’s managment of such risks. The Environmental Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Company Social Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by social factors. The social risk represents the unmanaged social risk exposure after taking into account a company’s management of such risks. The Social Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Company Governance Risk Scores from Sustainalytics measure the degree to which a company’s economic value may be at risk driven by governance factors. The governance risk represents the unmanaged governance risk exposure after taking into account a company’s management of such risks. The Governance Risk Scores are displayed as a number between 0 and 100, though most scores range between 0 and 25.
Name of the top 3 material ESG issues considered by an analyst to be high priority and has a company-specific, analyst written analysis in the ESG Risk Rating report.
Sustainalytics provides an assessment of controversies using news screens of over 60,000 sources. A news report of an issuer’s alleged or actual misconduct is assessed to determine stakeholder impact and reputation risk within 48 hours of the event. Sustainalytics evaluates 10 different topic areas on a rating scale from 0–5 where 5 is the most severe.
Sustainalytics product involvement data points identify the nature and extent of a company’s involvement in a range of product and business activities for screening purposes.
ESG Analytics has also been added to the My Portfolios module. You can assess the overall ESG risks of your portfolio and identify the elements pertaining to these risks, whether it is due to environment, social or governance factors.

Click here to add ESG analytics to your account.

Release Notes 20191121.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on November 21th, 2019.

We are proud to launch on our 20th anniversary  the best portfolio available to advisors. This portfolio can now track your performance, track the asset allocations and also you can now easily evaluate your prospect’s portfolio.

Release Notes 20190705.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on July 5th, 2019.

Release Notes 20190409.1

Overview

This post details the changes that went into Production for Inovestor for Advisor on April 9, 2019.

Release Notes 20180918.1

Overview

This document details the changes that went into Production for Inovestor for Advisor on September 18, 2018.

Score Card

The New Score Card Explained

As of September 18th, StockPointer subscribers will have access to a new ScoreCard that will provide more information and more accurate insights to investors. All legacy data remains but will now be displayed differently on the updated version of ScoreCard.

In addition to the upgraded user-interface, three new features have been added:

  • A new rating service that rates companies as Positive, Neutral, or Negative to provide a fundamental outlook of the company
  • A new factors exposure feature that scans the fundamentals of the company by looking at the quality, value, and growth factors as well as the risk exposure
  • Live market data versus the previous day data that featured in the older version

The menu has also been expanded to add a peers section and the navigation tab has been streamlined.

Download User Guide

Score Box

The SP Score is a proprietary scoring system based on StockPointer’s model. It’s a 12-factor algorithm and looks at quality and value factors. The weight for quality is 75% and 25% for value.

Positive Outlook: A company with sound financials that is generating higher returns on capital than costs of capital and is trading at a reasonable price.

Negative Outlook: A company that is risky and creates very little to no wealth for its shareholders.

Neutral: The stock may have both positive and negative characteristics and fundamentally does not offer enough Quality and Value factors to score well.

This score represents the overall performance of a company by considering multiple risk and performance factors based on the StockPointer® model. A high score indicates a high-quality stock trading at a reasonable price.
The arrow and the number represent the score variation since the last quarter.
The performance score is the performance portion of the overall score. By clicking on the information icon on the right, a detailed list of the different key performance indicators will be displayed.
The risk score is the risk portion of the overall score. Click on the information icon to obtain a detailed list of the different key performance indicators making up the score. This score evaluates the quality associated with the company. The lower the risk, the more likely the company will continue to perform well.
This figure represents the percentile ranking of the company based on its performance versus other companies listed in that country.
The line chart represents the TTM of the last available quarter and the 4 previous corresponding periods.
The upper card represents the 1y growth and the bottom card represents the 5y average growth.
The system rates the company: Positive Outlook, Negative Outlook and Neutral Outlook.
The factors exposure is meant to identify how a company is viewed based on numerous factors. The factors used to assess the company are listed under the “Peers” tab.
Quality – A green rating means that the company generates more wealth to its shareholders than the average. A red rating means that the company has unsustainable accounting performance and has a negative outlook.
Value – A green rating means that the company presents good value to investors. A red rating means that the stock is trading at a premium. Good quality and growth stocks will often trade at a premium.
Growth – A green rating indicates that the company is growing while a red rating indicates that either the company’s growth is slowing down or that the company is in a declining phase.
Risk – A green rating means that the company is less risky than the market and a red rating means that the company is riskier than the market.

Screener

Filtering Companies Or Funds

The new screener is a user-friendly feature used to allow subscribers to filter stocks or funds according to a specific criterion. The following features have been included in the upgraded version:

  • Three different datasets to filter from:
    • Stockpointer (same criteria and data found on previous version)
    • StockGuide
    • Fund (data on Canadian funds and ETFs).
  • An “Export To CSV” feature.
  • New screen-able filters such as SPScore, Risk Score, and ratios such as Debt-Equity and Interest Coverage.
To start building a new screener, click “Create New Screener”
To select an existing screener, choose one from the list or type the name of the screener in the search box. Screeners can also be filtered by type (Saved or Predefined)

How to filter

Whether predefined or custom screeners, users will be able to screen for companies or funds using an array of different filters. The filters vary between the companies and funds given the different datasets. The filtering behavior and user experience between both datasets are similar, however. All filters can be adjusted based on user preferences.

Search stocks based on the price of the previous day close and on the market value of capital or search funds based on NAVPS and AUM.
“Add Filters” function provides additional criteria to be included in the screener.
Display of all selected filters. All filters are modifiable.
While modifying a criterion, either a slider or list will appear to facilitate editing. Can show or hide filters.
When all applicable filters have been selected, click “Search” to screen all companies in accordance with the searched criteria. “Save Screener” provides the capability to retain the screened companies for future use. “Export to CSV” is a new functionality that allows the screener results to be exported to a CSV file.
Screener results are displayed in a list view. PfScan view provides a visual representation of the results.

Inovestor Tutorial : How to create a Portfolio? – My Portfolios Function

In order to enhance your experience on the Inovestor For Advisors platform, our team has made several changes to the My Portfolios function.

The new version of the feature is now available on our platform. We have created a tutorial that will help you easily build your client’s or prospect’s portfolios in a matter of time. Through this tool, you may analyze stocks, ETF, mutual funds and evaluate their economic performance to make sound investment decisions.

This tutorial is available on our Help Center, under our User Guides section, or directly here.

If you wish to have a personalized training, do not hesitate to contact our customer service. It will be our pleasure to help you. 

 

The Inovestor Team

 

Inovestor Launches Its Advisors’ Platform

Inovestor lauches today the new generation of our platform specifically designed for Financial Advisors.

 

What’s changing?

Our StockPointer platform will be replaced by Inovestor For Advisor on November 8th, 2017 and will feature new functions to enhance your customer experience.

 

New features:

In addition to a new design, Inovestor For Advisor will feature the following new functions:

 

  • The home page will include financial information updated in real time.
  • A notification system will inform you about new transactions in our portfolios, our blog posts and company news.
  • A new “My Portfolios” function will replace the “PF Scan” function and allow you to enter and personalize your portfolios. You will be able to analyze the performance of your portfolios, view the details of your transactions and access our recommendations. You will also be able to enter ETFs and Mutual Funds into your portfolios.
  • A new “Model Portfolios” section will showcase our Model Portfolios and their strategy with a printable PDF option.
  • Research and analysis of ETFs and Mutual Fundswill be available.

 

Training sessions:

If you wish to familiarize yourself with the new platform, we will be offering webinar training sessions. We will be sending you the webinar schedule shortly.

 

For more information, please contact service@inovestor.com

 

About Inovestor

Inovestor is a leading provider of wealth management technology solutions. Inovestor provides research, analytics and fundamental data that help 500+ investment advisors overseeing $27bn in AUM make optimal investment decisions.