Asset Managers
The Evidence-Based Data Layer for High-Conviction Investing
Move beyond vendor ratings. Equip your fundamental and quantitative teams with auditable, raw ESG and financial data, sourced strictly from corporate disclosures for research integrity and regulatory defense.
The Challenge
Investment teams are making high-conviction bets on low-conviction data. Traditional vendors often fill coverage gaps with proprietary estimates, opaque algorithms, and "black box" scores that smooth over the specific nuances of a company's performance.
For an analyst, this is fatal. You cannot build a precise DCF model or a differentiated thesis on a "proxy" number. When a portfolio manager asks, "Why did this metric change?", answering "The vendor updated their methodology" destroys confidence.
Simultaneously, the regulatory burden (SFDR, SDR) has shifted from "comply or explain" to "show your work." Clients and regulators now demand to see the underlying provenance of your PAI (Principal Adverse Impact) indicators. Relying on unverifiable vendor estimates exposes the firm to Greenwashing accusations and reputational risk that marketing cannot fix.
Why Tracenable
A Data Partner Designed for Research Integrity
Tracenable unbundles the "rating" to give you the raw, traceable evidence. We provide the flexible licensing and granular precision that investment teams need to generate alpha and satisfy client scrutiny.
Source-Verified Fundamental Data
Restore confidence in your models. Work with data extracted directly from Annual Reports and Sustainability filings. Every metric is a "fact," not an opinion, allowing analysts to defend their thesis with primary-source evidence.
PAI & Regulatory Alignment
Simplify SFDR and Stewardship reporting. Export the exact Principal Adverse Impact (PAI) indicators and financial metrics needed for client reporting, without the noise of irrelevant fields or imposed vendor scoring.
Unrestricted Client Reporting
Stop fighting with vendor compliance. Our permissive licensing allows you to use our data freely in client dashboards, pitch decks, and quarterly reports without fear of breaching "redistribution" clauses.
Perpetual History for Quant Backtesting
Protect your strategies. We offer perpetual licensing by default, meaning you never lose access to the historical data you've purchased. Build long-term backtests and quantitative strategies on a stable, permanent dataset.
"Analyst-in-the-Loop" Custom Sourcing
Close the research gap. If your team needs a niche KPI or a specific governance flag to complete an investment memo, use our On-Demand sourcing to get verified extraction in hours, not weeks.
Source-Verified Fundamental Data
Restore confidence in your models. Work with data extracted directly from Annual Reports and Sustainability filings. Every metric is a "fact," not an opinion, allowing analysts to defend their thesis with primary-source evidence.
PAI & Regulatory Alignment
Simplify SFDR and Stewardship reporting. Export the exact Principal Adverse Impact (PAI) indicators and financial metrics needed for client reporting, without the noise of irrelevant fields or imposed vendor scoring.
Unrestricted Client Reporting
Stop fighting with vendor compliance. Our permissive licensing allows you to use our data freely in client dashboards, pitch decks, and quarterly reports without fear of breaching "redistribution" clauses.
Perpetual History for Quant Backtesting
Protect your strategies. We offer perpetual licensing by default, meaning you never lose access to the historical data you've purchased. Build long-term backtests and quantitative strategies on a stable, permanent dataset.
"Analyst-in-the-Loop" Custom Sourcing
Close the research gap. If your team needs a niche KPI or a specific governance flag to complete an investment memo, use our On-Demand sourcing to get verified extraction in hours, not weeks.
Base your strategy on facts, not estimates.
See how Tracenable gives your analysts and portfolio managers complete control over sourcing,
licensing, and usage without compromising on data quality.