About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Mackenzie Investments Selects Bloomberg to Manage ESG data

Subscribe to our newsletter

Mackenzie Investments, a large Canadian investment management firm, has selected Bloomberg to manage its ESG data. The data vendor’s cloud-based Data License Plus (DL+) ESG Manager will be used to host the acquisition, management and publishing of multi-vendor ESG data, allowing the firm to implement ESG investing approaches more efficiently and develop more sophisticated ESG-focused insights and investment products.

ESG Manager is part of Bloomberg’s DL+ solution suite and is designed to address client demand for integration of ESG data from multiple vendors into their investment systems. While DL+ acquires, models and links a customers’ licensed Bloomberg data, which includes reference, pricing, regulatory, ESG, fundamentals, estimates and historical data for quant and investment research workflows, ESG Manager arranges the different models and content sets offered by ESG data providers.

“Bloomberg DL+ ESG Manager enables our team to quickly access high-quality data to help assess the impact of ESG on our portfolios and inform critical investment decisions, allowing us to deliver value to our clients,” says Fate Saghir, senior vice president, head of sustainability at Mackenzie Investments.

Don Huff, global head of client services and operations at Bloomberg Data Management Services, adds: “We built DL+ ESG Manager to help customers achieve a unified and holistic view of ESG data across the firm, with the data delivered to the cloud data warehouse of their choice.”

The ESG data made available through Bloomberg can also be supplemented with other reference data and pricing through DL+. This creates a combined universe of data that can be easily browsed and navigated through a web-based data management workstation.

Mackenzie Investments has previously adopted Bloomberg’s AIM and PORT Enterprise solutions to support its portfolio management and ETF workflows.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best practice approaches to data management for regulatory reporting

Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management has never been greater. Financial institutions must ensure accuracy, consistency, and timeliness in their...

BLOG

Generali-Natixis Tie-up Highlights Data and Operational Complexities of Asset Management M&A

By Jeremy Katzeff, head of buy-side solutions at GoldenSource. After much speculation, it’s now confirmed. The asset management industry welcomes another mega fund to its ranks after the tie-up between the asset management businesses of Natixis and Generali Group. The reasons behind the merger are the same as they have been for the last few...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...