- GIST is a pioneering impact data and analytics company that provides 
investors and companies with science-based, comparable and verifiable measures 
of corporate impact and performance.
- FNZ's investment follows the launch of its market-leading sustainable 
investment solution, FNZ Impact, which enables financial institutions to 
provide their clients with hyper-personalized, transparent information around 
the environmental and social impacts of investments, offering the ability to 
optimise portfolios quickly and easily.
- The investment is part of a wider partnership which sees GIST's data 
integrated within FNZ Impact, adding to the world leading ESG data currently 
available within the solution. 
- The partnership builds on the companies' shared ambition to open-up wealth by 
making sustainability data more accessible and transparent so that investors 
can invest in the things they care about, on their own terms. 

FNZ, the leading global wealth management platform, today announced that it has 
made a strategic investment in GIST, the pioneering impact data and analytics 
company that provides investors and companies with quantitative, comparable, 
and verifiable measures of corporate impact and performance across all four 
capitals: natural, human, social, and produced.

As well as supporting GIST's rapid growth and mission, FNZ's investment will 
build on the existing collaboration between the two companies and forms part of 
a wider partnership which sees GIST's sustainability data integrated into its 
market-leading sustainable investment solution, FNZ Impact. The integration 
builds on the world leading ESG data currently available within FNZ Impact and 
accelerates the companies shared ambition to open-up wealth by making 
sustainability data more accessible and transparent so that investors can 
invest in the things they care about, on their own terms.

FNZ Impact, a solution integrated into the wider FNZ wealth management 
platform, which supports over 650 of the world's leading financial institutions 
and 8,000 wealth management firms in 21 countries, helps financial institutions 
to provide their clients with hyper-personalized, transparent information 
around the environmental and social impacts of investment portfolios, and 
offers the ability to optimise portfolios based not just on risk appetite, 
goals and tax but also by personal preferences and values.

This means retail investors, their advisers and wealth managers can better 
understand the issues that matter most to them and address these by allocating 
capital accordingly, making investment part of the solution to global 
challenges.

There is growing awareness and scrutiny of corporate ESG credentials from 
investors. However, current ESG ratings and rankings can pose challenges due to 
biases and a lack of standardisation, transparency, independence and credible 
information.

GIST addresses this challenge by using a science-based approach to measure and 
value corporate impacts in monetary terms based on the 'Four Capitals' 
framework (natural capital, human capital, social capital and produced 
capital). This consistent and universal framework is used by the United Nations 
and a growing number of investors and corporates to evaluate performance and 
report on impact. GIST's monetized impact values can also be mapped to the 
Sustainable Development Goals (SDG), providing clarity and insight on the 
extent to which a company's activities have contributed to each of the SDGs.

In doing so, GIST (founded in 2011, and employing over 100 people across its 
offices in Geneva, London, Mumbai and Singapore) provides a complete and 
consistent picture of materiality, highlights hidden risks, allows meaningful 
comparisons between companies and across sectors, and supports evidence-based 
decision making.

Dr Vian Sharif, Head of Sustainability at FNZ, said: "The imperative for 
robust, science-based impact data has never been stronger, particularly ahead 
of a number of global regulatory changes, which require investment firms and 
advisers to incorporate clients' ESG preferences into their suitability 
assessments.

"The allocation of capital is critical to driving the change required to 
transition to net-zero and building a more sustainable economy and society. By 
democratising information on the impact of portfolios, FNZ Impact empowers 
investors, their advisers and wealth managers to contribute to a sustainable 
future for the next generation through their investment decisions.

"In GIST, we believe we've found not only one of the most rigorous and 
transparent methodologies in the market, but a company and team with a mission 
aligned strongly to our own and whose growth we are excited to support."

Pavan Sukhdev, Founder & CEO of GIST, said: "We are delighted to have FNZ as a 
strategic investor and a partner in our mission. FNZ and GIST have shared goals 
and we believe that, together, we can drive real, measurable change in the 
investment landscape by empowering investors with the impact data they need to 
make better informed decisions at all stages of investment life cycles, from 
asset selection to risk management to exits.

"Our shared mission is to embed GIST impact methodology and algorithms into 
every responsible investor's toolkit. There has never been greater urgency for 
investors and corporations to recognise and quantify all dimensions of 
investment impacts, and in doing so, to redefine corporate performance.

"FNZ's support will boost GIST's objective to mainstream our solutions, 
enabling more and more investors and corporations to measure performance across 
all value dimensions, manage material risks, and make better decisions in the 
interest of shareholders as well as other significant stakeholders."

Notes to editors
FNZ is a diamond sponsor of the Securities Industry and Financial Markets 
Association (SIFMA) Annual Operations Conference & Exhibition, taking place in 
Phoenix, Arizona from 16 until 19 May. FNZ's North America CEO, Tom Chard, will 
be one of the speakers on a breakout panel session on sustainable finance. To 
register, please click here [ 
https://www.fnz.com/news/sifmas-operations-conference-and-exhibition-2022 ].

About FNZ
FNZ is the global platform provider in the wealth management sector, partnering 
with over 650 of the world's leading financial institutions and over 8,000 
wealth management firms. With over 4,500 employees in 21 countries, FNZ's 
mission is to open-up wealth, empowering all people to create wealth through 
personal investment, aligned with things they care about the most, on their own 
terms.

FNZ combines technology, infrastructure, and investment operations in a single 
state-of-the-art platform that frees its institutional customers to create 
hyper-personalised and innovative products and services, that are seamlessly 
aligned with the needs of their clients.

To date, FNZ has enabled over 20 million people, from all wealth segments, to 
invest in an effective, simple, and transparent way, making wealth management 
accessible to everyone.

About GIST
GIST is a pioneering data and analytics company that brings together 
world-renowned sustainability expertise with technology and big data to help 
investors and companies measure, value, and benchmark business impacts across 
all four capitals: Natural, Human, Social, and Produced. GIST's data and 
software solutions provide analytics and insights that make it easy for 
investors and companies to measure performance across all value dimensions, 
manage material risks, and make informed decisions.

Founded by Pavan Sukhdev (UN Goodwill Ambassador, and winner of the 2020 Tyler 
Prize for the Environment), GIST is at the cutting edge of measuring impacts 
using a scientifically sound and economically rigorous methodology that 
provides unique and unparalleled insight into how companies impact society and 
the environment. GIST has been measuring and quantifying impact for over 16 
years, and the GIST team brings a depth and breadth of experience in 
sustainability, science and economics that is unmatched in the market. To learn 
more, please visit www.gistimpact.com.

Source: FNZ