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Financial Services

ESG Reporting Revamp: A Success Story

Esg Success Story Blog Graphic

In the dynamic realm of investment management, maintaining a competitive edge is paramount. Our client, a dynamic, independent investment management and strategic advisory firm, recognized the rising significance of Environmental, Social, and Governance (ESG) metrics in shaping investment decisions and reporting.


ESG became a cornerstone in our client’s investor relations strategy.


The firm needed to meet client and investor demand for swift ESG reporting, but an outdated spreadsheet-based system was holding the financial services leader back. We partnered with this client to design custom, cloud-based ESG reporting dashboards on Microsoft Azure, streamlining data extraction and analysis.

Platform + Social Shifts

The cloud-based digital infrastructure’s impact was immediate. Advisors’ ability to share ESG metrics in near-real time allowed for personalized portfolio recommendations based on individual values and appealed to a diverse range of investors. The shift not only aligned with ethical investing trends but also contributed to revenue growth.

Further, the success of this transformation demonstrated the power of a well-constructed Azure Landing Zone to foster agility, security, and scalability. Our work helped to catalyze broader cloud migration initiatives for the firm.

Read the Full Story: Elevating ESG in Wealth Management Portfolios

The Transformative Power of Digital Expertise

As a trusted end-to-end digital provider, our industry-oriented mindset proved instrumental in helping this client embrace a modernized data platform, setting the stage for continued success in a rapidly evolving industry.

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Grace Riley

As a Marketing Coordinator Associate and Content Writer at Perficient, Grace brings a passion for marketing and a commitment to crafting compelling narratives that drive business success. Her journey began at DePauw University, where she earned degrees in Communication and Vocal Performance, with a dedicated focus on media studies. Grace is eager to leverage the skills she has cultivated thus far and actively work towards achieving fresh goals and accomplishments.

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