Pathzero integrates your investment data, enriches it with private and public market climate metrics, and composes it into audit-ready reporting units. It’s the single platform to manage your data journey—from initial ingestion to final disclosure.
Trusted by global asset owners
Sourcing holdings from multiple investment sources, managing disconnected climate sources, and unifying public and private markets creates an immense operational burden.
Holdings information is trapped in silos across custodians, fund administrators, internal systems, and spreadsheets. This fragmentation spans both public and private markets, making reconciliation a manual engineering feat.
Teams receive feeds in differing formats, at different times, covering different reporting periods. Normalizing this disparate data for consistent portfolio usage is a constant struggle.
Stitching together public and private data, calculating attribution percentages across multi-layered structures, and preparing data for scenario analysis requires complex logic that spreadsheets struggle to handle.
Without a persistent data platform, the entire collection and reconciliation process often restarts from scratch each year, making it difficult to track and explain year-on-year movements.
Mandatory reporting demands a new level of collaboration between Finance and Responsible Investment teams to reconcile sustainability data with financial ledgers and Net Asset Value (NAV).
As jurisdictions like Australia enforce mandatory climate disclosure, teams face pressure to prepare for assurance-ready reporting despite uncertainty around specific requirements and standards.
Manage your entire climate data lifecycle in one place. We seamlessly ingest data from your investment systems, enrich holdings with accurate climate data, and automate the complex calculations required for reliable reporting.
Sources: Portfolio Systems, Custodians
We ingest allocations to both internally and externally managed funds, as well as direct holdings, from your official records (including custodians, fund admins, and internal systems). We also seamlessly integrate available look-through holdings data from leading portfolio management platforms, building a definitive ledger that reconciles to your source of truth.
Holdings data unavailable
Connect with our network of 550+ fund managers to obtain look-through holdings data for your funds. Then, collaborate to replace high-level estimates with specific climate data provided directly by your managers.
Learn moreWe integrate data from leading third-party data service providers to provide consistent climate metrics for your public markets portfolio.
Combine your enriched private and public market data into consolidated 'Reporting Units'. Define ownership percentages across multiple funds to generate a unified dataset, ready for client reporting or export for scenario analysis.
"Climate change is a giant risk and opportunity facing most businesses globally, and private markets are really well positioned to address this challenge, but the key is getting the data we need to be able to assemble a carbon footprint."
"Aware Super has seen a marked improvement in data quality in the unlisted portfolio, thanks to our targeted engagement strategy focusing on emissions data quality and the participation of our external fund managers on the Pathzero platform."
Join the network of asset owners and fund managers standardising climate data.
Latest updates from our team and the industry.
