ESG Intelligence for
Sophisticated Investors
Disclosure-based ESG scores measure what companies report. Verification-based intelligence measures what they actually do. The difference is where alpha lives.
Major ESG providers can differ by over 50% on the same company.
Average decline when greenwashing is exposed in headlines.
Time for annual ESG updates to reflect major controversies.
The ESG Challenge for Investors
Current ESG data creates more questions than answers.
ESG scores disagree
Major providers rate the same company differently. Which one reflects reality?
Verification-based scoring that compares claims to evidence, not disclosure quality.
Scores lag events
Annual updates miss controversies that move markets in days.
Continuous monitoring that captures real-time signals.
Greenwashing risk
Companies optimize disclosures without changing behavior. Scores reward marketing.
Action-based methodology that can only be improved by actual follow-through.
Integration complexity
ESG data doesn't naturally fit quantitative investment processes.
Structured scores with clear methodology and traceable inputs.
How Investment Teams Use Novare
Portfolio Risk Screening
Identify holdings with credibility gaps before they become headline risks. Flag companies where claims significantly exceed evidence.
Pre-Investment Due Diligence
Before committing capital, verify that target companies' ESG narratives match reality. Gap analysis on key sustainability claims.
ESG Integration
Incorporate verification-based ESG signals into quantitative models. Structured data that fits systematic strategies.
Client Reporting
Demonstrate ESG integration with credibility-focused methodology. Evidence-based narratives for stakeholder communication.
Built for Different Investment Styles
Asset Managers
- • Portfolio-level ESG risk analysis
- • Integration with existing workflows
- • Client reporting support
Walk-The-Talk Score provides systematic, portfolio-applicable credibility metrics.
Private Equity & Family Offices
- • Deep due diligence on targets
- • Supply chain risk mapping
- • Value creation opportunities
Verification methodology surfaces risks and opportunities missed by surface-level ESG.
Institutional Allocators
- • Manager ESG assessment
- • Mandate compliance verification
- • Fiduciary documentation
Evidence-based approach provides defensible ESG integration for fiduciary purposes.
Why Verification-Based ESG
Traditional ESG data providers measure disclosure quality. Companies that publish comprehensive sustainability reports, respond to questionnaires, and employ dedicated ESG teams receive higher scores-regardless of whether their actual performance matches their stated ambitions.
Walk-The-Talk Score™ inverts this model. We start with stated commitments, then verify them against independent evidence. The score reflects the gap between claims and reality, not the sophistication of the claims themselves.
For investors, this means ESG signals that aren't already priced in. Disclosure-based scores are widely available and already reflected in valuations. Credibility gaps-the space between what companies say and what they do-represent a different source of information.
ESG Intelligence That Matches How You Invest
Request early access to Walk-The-Talk Score™. See how verification-based ESG analysis can inform your investment process.