THE USE OF THE LATEST AI TECHNOLOGIES
Data and process
The data complexities in sustainability analyses have traditionally poised significant challenges; the underlying information is often dispersed, locked within silos, and notoriously difficult to obtain, collate and interpret.
The industry has therefore faced a dilemma. Invest resource into building internal processes and systems to obtain and analyse data; or spend money with external data providers, where often that data does not seamlessly fit with existing processes and where the underlying methodologies can be proprietary (and therefore difficult to interpret and use to form decisions).
At Canbury, we believe that the application of latest technologies offers a third solution together the best of both of the existing approaches –
one that:
i) provides comprehensive, transparent data; together with
ii) streamlined and efficient operational and disclosure processes
that free up the teams’ bandwidth to focus on implementation and engagement.
- First, the data itself – these technologies can scour vast quantities of data deeply and quickly; getting the data you need directly from the companies and NGOs that created it and enabling users to go deeper on themes and topics.
- Secondly, there are numerous operational benefits – creating streamlined data collection, validation and integration processes. This not only reduces time spent, but also minimises the errors that can arise from manual data wrangling.
And with disclosure, latest technologies offer novel solutions for data presentation and reporting – modern visualisation tools enable users to present data in interactive, and impactful ways to communicate with stakeholders.
More comprehensive, transparent data
Highly efficient, automated operational processes
More impactful reporting and disclosure
Practical use cases
Obtaining data on specific themes from best sources
Latest technologies can search vast amounts on information from corporate disclosures, NGOs, governments and research institutions on specific themes and topics. It can filter and analysis that data, providing investors with the right foundation on which to make informed decisions.
Enhanced and efficient scenario analysis
The data analytical tools of the latest technologies means that scenario testing can be both more efficient and have more variables. This means more nuanced, bespoke and narrative driven scenarios can be applied to portfolios to assess impacts that are more aligned and relevant to investors, their portfolios and their stakeholders.
Sentiment analysis / monitoring and alerts
Deploying latest technologies to consider social media, news outlets and forums to get a clearer picture of public sentiment on ESG issues; together with any ESG-related incidents as they arise, ensures that investors are informed on topics not usually covered through traditional disclosure sources.
Integrating ESG data alongside financial data
Traditionally integrating ESG data has required manual input data, taking time and potentially introducing errors. Latest technology can be deployed to solve this problem, pulling ESG data from one source and converting it such that it can be seamless integrated into investment platforms to enable sustainability data to be considered alongside financial data.
Best practice disclosures
Instead of manually searching for benchmarks, guidance and best practices, the latest technologies can search the internet to extract the latest templates and formats applied by industry leaders and regulatory bodies- ensuring that disclosures are both market-leading, comprehensive and, perhaps most importantly, time efficient to complete.
Comprehensive company coverage
Using technologies that search the internet, together with natural language processing and large language models, to download and analyse all disclosures related to a portfolio company to obtain better and more comprehensive data on specific companies - i.e. broader than traditional focus on financial disclosures.
Obtaining data on specific themes from best sources
Latest technologies can search vast amounts on information from corporate disclosures, NGOs, governments and research institutions on specific themes and topics. It can filter and analysis that data, providing investors with the right foundation on which to make informed decisions.
Integrating ESG data alongside financial data
Traditionally integrating ESG data has required manual input data, taking time and potentially introducing errors. Latest technology can be deployed to solve this problem, pulling ESG data from one source and converting it such that it can be seamless integrated into investment platforms to enable sustainability data to be considered alongside financial data.
Enhanced and efficient scenario analysis
The data analytical tools of the latest technologies means that scenario testing can be both more efficient and have more variables. This means more nuanced, bespoke and narrative driven scenarios can be applied to portfolios to assess impacts that are more aligned and relevant to investors, their portfolios and their stakeholders.
Best practice disclosures
Instead of manually searching for benchmarks, guidance and best practices, the latest technologies can search the internet to extract the latest templates and formats applied by industry leaders and regulatory bodies- ensuring that disclosures are both market-leading, comprehensive and, perhaps most importantly, time efficient to complete.
Sentiment analysis / monitoring and alerts
Deploying latest technologies to consider social media, news outlets and forums to get a clearer picture of public sentiment on ESG issues; together with any ESG-related incidents as they arise, ensures that investors are informed on topics not usually covered through traditional disclosure sources.
Comprehensive company coverage
Using technologies that search the internet, together with natural language processing and largelanguage models, to download and analyse all disclosures related to a portfolio company to obtain better and more comprehensive data on specific companies - i.e. broader than traditional focus on financial disclosures.
Why work with Canbury
Canbury was created with a vision to make sustainability meaningful.
Drawing on a unique blend of financial and sustainability experience, we partner with investors, companies and NGOs to develop investment industry guidance, to undertake thematic research and to interpret financial regulation.
The use of latest technology is fundamental to our approach and towards our vision of making sustainability meaningful. For too long, the industry has been grappling with broad, black-box data and we want to change that.
Our founders, Will Martindale and Ben Wilmot, each bring over two decades of financial sector, pensions and sustainability experience.