The Physis Platform: An Inside Look

• The Physis way

• Portfolio analysis

• Build a story with your investments

The power of your investments is immense. The companies you invest in reflect your values and impact the world in many dimensions from executive company decisions, to social engagements, to the tangible impact of consumer products. To fully understand the scope and impact of your investments, a comprehensive platform is needed. That platform is Physis.  

What We Do at Physis

Physis helps investors to understand, track, measure, and the impact of investments with our online platform. Our comprehensive data library is your gateway to a host of impact indicators and critical ESG insight. 

With over 700 indicators to select from, each client has the opportunity to tailor the Physis indicators most relevant to their view and portfolio strategy. Customization and collaboration fuel the Physis platform. 

Our DataHub provides a host of tools such as a client CRM, funds and company screening, and more. With a feature to easily share portfolio data, clients can view metrics in real-time, creating an elevated channel of communication between advisors and investors. 

The Physis Methodology 

Our DataHub is just the beginning. Our research methodology is at the heart of what we do. 

Through a combination of in-house research and partnerships with leading data providers, the data team at Physis works diligently to provide the most robust and cutting-edge insights available. Detailed portfolio performance metrics allow for a thorough understanding of the impact a portfolio has on the UN Sustainable Development Goals, ESG considerations, and more such as the carbon intensity of specific consumer goods. 

The Performance360 element of the Physis Platform displays a 360-degree analysis of both financial and sustainable performance. Under 360, the full depth and breadth of a portfolio are displayed. 

Your investments, your values

At the heart of Physis is a desire to connect the things we care about with our investments. The same way our actions and our words impact those around us, so do our investments. The Physis platform changes the narrative, building a story outlining the impact of your investments. Working in ways to uplift the people, places, and things that you care about most. Join us.