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Founded by a former financial advisor/portfolio manager and a technology expert, Act Analytics is leading the way for investment professionals to invest on a values-based level. As an independent technology company, Act Analytics is able to bring transparency to ESG investing, ensuring that ESG portfolios stand up to the highest levels of stakeholder scrutiny. Based in Toronto, Canada, Act Analytics is dedicated to helping investment professionals source, access, and analyze ESG investments for their clients.

Dan Zachary


Award Category
Technology Providers: Portfolio Analytics

ESG Analytics Platform

Act Analytics gives the financial advisor community the tools to invest ethically and sustainably. Our web-based platform is an end-to-end solution that guides the advisor from the KYC process to portfolio construction to client servicing. Using our platform, the advisor can: 1) talk to their clients about the sustainability issues that matter to them, 2) build portfolios that target those issues through granular and transparent investment insights, and 3) generate reports that detail the impact their clients are having. All said, our platform gives the advisor a new way to market themselves – one that involves aligning a client’s portfolio with their values.

Ten Cues Your Clients Are Looking for ESG Investments
Make sure you’re not tone-deaf to clients who are interested in ESG investing.
Unlocking the Next Generation of Clients
The next generation of investors are seeking new ways to manage their wealth and values-aligned investments. Is your practice ready?
Using Technology to Construct Portfolios to Align with Value-Based Goals

Find out how Act Analytics technology significantly enhanced Tradition Asset Management’s ability to efficiently make smart, factor-based ESG investment decisions.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: