Connecting data to values for a wealth management startup.
About Etcho
Etcho is a UK-based mobile app that specializes in helping family offices and pension funds understand the impact of their investments on the UN Sustainable Development Goals (SDGs). Harnessing modern approaches to data, Etcho helps advisors discover what their client uniquely values, tell personalized sustainability stories and create impactful portfolios. Their tools help guide advisors through the sustainability landscape and prepare them to seize opportunities within a quickly shifting investment landscape. They are building a tool that provides education to advisors and clients, values-aligned investing options and a hyper-personalized experience through relatable impact stories that inspire and motivate more sustainable portfolios.
Etcho was recently recognized as a ESGFintech100 company, awarding making them stand as one of the world's most innovative ESG companies for financial services. It was also recently shortlisted by Professional Adviser Awards for “Best ESG solution for Advisers.” Etcho is a TNFD Forum Member and is currently raising its second round of capital on Crowdcube.
Challenge
Data focused on corporate impact on the UN Sustainable Development Goals can be highly diverse and complex. With a large array of potential data vendors to choose from in their investment platform, Etcho required a complete evaluation of their options along with recommendations that would best suit their business requirements.
Deliverables
PPWA completed a detailed audit of vendors, developed a comparison of features and data along with recommendations. Once the vendors were selected by Etcho, PPWA also completed impact calculations for use in their product with data examples and a documented methodology.
Results
Utilizing PPWA’s recommendations, Etcho was able to become complete in their use and understanding of SDG data. This enabled them to complete an enhanced product version for their customers, inform and enhance their product roadmap and secure new rounds of funding from investors.