SUSTAINABILITY FINGERPRINT

Owner

Goods & Services

Computer software for use in assessing and generating reports regarding sustainable and ESG investing. Computer software for use in determining and calculating altruism, which includes investor sensitivity to fees, diversity, and tracking error in investment portfolios, ESG theme preferences, negative exclusion preferences and ESG investing style preferences of individuals, groups and businesses; Computer software programs to determine and recommend financial and non-financial products or portfolios of products in the sustainable investing or ESG investing domain; Computer program to prioritize sales, marketing, or client servicing strategies

Investor profiling services, namely, sustainable investing preferences that involve calculating a score to determine an investor's level of altruism, which includes investor sensitivity to fees, diversity, and tracking error in their investment portfolio, preference for sustainable or ESG investing themes, preferences for negative exclusions, including suppressing certain industries or stocks from an investment portfolio and sustainable investing style preferences; Development of financial tools, namely, developing indices used for providing financial advice; financial analysis for use in assessing sustainable investing preferences of individual investors or groups of investors, including investors in a household or family office