Enhanced ESG and Sustainability Insights
With the recent integration of Kestrel’s Sustainability Scores onto the Investortools platform, municipal bond investors and analysts are empowered with unparalleled insights into sustainability, risk profiles, and long-term resilience of municipal bond issues. The partnership expands client access to Kestrel’s comprehensive benchmarks, which assess transition alignment, sustainability, and resilience at the bond series level. Kestrel’s Analysis and Scores are available for all types of municipal bonds, not solely those with an explicit ESG label. This partnership enhances the sophistication of municipal bond evaluation, enabling informed decision-making with a nuanced view of risk, resilience, and sustainability in mind.
Sustainability Scores Tailored to the Fixed-Income Market
Every day, Kestrel publishes Sustainability Analysis and Scores on most investment-grade primary market deals over $20 million. Secondary market coverage is robust, with over $2.4 trillion in municipal bond par value analyzed to date with secondary market scores added weekly as new analysis becomes available.
Accessible Across Investortools Products
Kestrel’s Sustainability Scores are included as an integrated feature within Investortools’ Perform®, Smart™, CreditScope®, and Custom Index Manager™ products. With Kestrel’s consistent expansion in the secondary market, now covering over $2 trillion in municipal bond par value, clients benefit from extensive and growing coverage. Kestrel’s platform helps investors incorporate sustainability benchmarks into bond trading, driving ESG integration beyond the surface level.
Additional Use Cases with a Kestrel Subscription
For those looking to keep sustainability and transition risk front and center throughout the trading process, Kestrel offers additional tools to structure portfolios based on ESG factors, conduct pre-trade sustainability analysis, customize ESG-aligned baskets, and enhance post-trade transparency with clients. Subscribers to Kestrel gain access to rich analytics covering sustainability, resilience, and uses of proceeds, alongside Kestrel’s unique capability to identify unlabeled but eligible green and social bonds. Subscribers also have access to underlying factors contributing to scores and detailed methodology documents.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
About Kestrel
Kestrel provides Sustainability Intelligence™ for municipal markets, helping to set the market standard for sustainable finance. Kestrel is also a leading provider of external reviews for green, social, and sustainability bond transactions and a Climate Bonds Initiative Approved Verifier. The company is qualified to evaluate corporate and municipal bonds in all asset classes worldwide for conformance with international green and social bond standards. Kestrel offers comprehensive Sustainability Analysis and Scores covering the entire muni market at the series level, and other types of fixed-income investments. Kestrel also offers custom solutions including evaluation of transition plans. For more information about Kestrel, please visit here.
