The Atlas Platform

Sustainability intelligence,augmented.

Atlas turns sustainability data into investment-grade intelligence — across public and private assets, from controversy detection to proxy voting, engagement, and reporting.

Frameworks supported
SFDRTCFDGRICSRDEU TaxonomySDGsNet Zero
The opportunity

Sustainable investing is moving from reporting to alpha.

Integrated data

Asset managers need sustainability data that is integrated, not siloed.

Active insights

Winners use sustainability insights to inform selection, engagement, and risk.

Strategic partner

Atlas turns your sustainable investing function into a strategic decision partner.

Atlas modules

One platform. Every step of the sustainable investing workflow.

Eight integrated modules built for asset managers — from dashboards and screening to proxy voting and reporting.

Multi-Asset Dashboard

Unified view across all holdings and asset classes.

Compliance & Risk

Exclusion screening and regulatory readiness, built in.

Proxy Voting

AI voting recommendations aligned to your policy.

Reports

Investor-ready reports and RFP responses in minutes.

Public & Private Assets

Listed equities and private markets, side by side.

Investment Brief

AI summaries linking sustainability to investment decisions.

Engagement

Track engagements with full audit trails.

Controversies

Real-time controversy tracking with severity scoring.

Public & private assets

Unified coverage. One methodology across every asset class.

Integrate data feeds from any external sustainability provider — Atlas generates portfolio-level analytics automatically, with no manual wrangling.

Feed in deal-level data from private equity and real assets. The same scoring methodology runs across public and private holdings, for true like-for-like comparison.

Public

Data-provider agnostic. Plug in any external sustainability feed.

MSCI● Live
Sustainalytics● Live
ISS● Live
Internal● Live
Private

Deal-level data from PE, infrastructure and real assets.

Investee data portal
86% response rate
Investment brief · Engagement · Proxy voting

AI-powered briefs that link sustainability to alpha.

Portfolio-aware AI summaries and investment briefs. Double-materiality analysis links sustainability impact to financial risk — feeding allocation, engagement and exit decisions.

Track holding-level engagements, generate proxy voting recommendations with clear rationale, and deliver tailored communications to portfolio companies.

Investment Brief
Holding · NovaGrid Energy

Double-materiality analysis flags elevated transition risk in the next 18 months. Engagement on Scope 3 disclosure recommended ahead of AGM proxy vote.

Score
B+
Trend
Vote
FOR
Controversies · Compliance & risk

Earlier detection. Defensible screening.

Severity-coded controversy alerts with web-backed flags integrated into portfolio views — for earlier risk detection, faster escalation, and improved downside protection.

Screen holdings against exclusion policies, surface contradictions between policy and reporting, and stay SFDR, EU Taxonomy and CSRD ready.

Controversy feedLast 24h
HighSupply-chain labour allegations · Holding #214
MedRegulatory probe disclosure · Holding #087
LowMinor emissions restatement · Holding #441
Exclusion screening
SFDR
Ready
EU Tax.
Ready
CSRD
Ready
Model portfolios

Model portfolios built on sustainability intelligence.

Use SMS investment signals — scores, controversy flags, engagement outcomes and thematic research — to construct portfolios tailored to each client's sustainability convictions. Atlas tracks drift and flags breaches automatically.

Signal-driven construction

Sustainability scores and thematic research as portfolio inputs.

Client-level customisation

Net zero, SDG mapping, exclusions, ESG thresholds — per client.

Drift monitoring

Automatic alerts when portfolios diverge from stated commitments.

Reports

Reporting tailored to your metrics, frameworks and clients.

Choose the metrics, frameworks and disclosure standards that apply to your firm — SFDR, TCFD, GRI, CSRD, SDGs or custom KPIs. Atlas maps holdings to your selected standards and generates aligned outputs without manual reconciliation.

Build personalised sustainability narratives for each client. Atlas drafts monthly updates, quarterly newsletters and annual reports — you refine and deliver.

Quarterly client report
Auto-generated
Net Zero alignmentp.4
SFDR PAI disclosurep.7
SDG mappingp.10
Engagement summaryp.13
Data integrity

Built for institutional trust.

Audit trail for every data point

Full lineage from source to report.

Team-based access and approvals

Row-level security and review cycles.

Your data stays yours

Never used to train third-party AI models.

Why Atlas

Deep expertise. Proprietary research. Built for sustainable investing.

Global network of asset managers

We understand sustainable investing workflows from years of global partnerships.

500+ proprietary research notes since 2018

Actionable, forward-looking research grounded in real market experience.

Dedicated multidisciplinary team

Portfolio managers, analysts, engineers and economists focused on sustainability.

Proprietary research and data, not aggregation

We turn raw sustainability signals into investment-grade intelligence.

See Atlas in action.

Ready to transform your sustainability function into a strategic edge? Choose how you'd like to start.

01

Live demo

Experience Atlas with your own portfolio data.

02

Pilot onboarding

Onboard public and private holdings in a guided pilot.

03

Custom reporting setup

Configure reporting for your frameworks and clients.

Request a demo info@sustainablemarketstrategies.com