FREQUENTLY ASKED QUESTIONS

What type of data does this platform offer?

Our platform provides a range of extra-financial metrics including live impact data (waste recycled, total emissions, etc), products and services data, controversy data, principal adverse impact (PAI) indicators, EU Taxonomy coverage, ESG metrics, and more.

Where does the data come from?

The data displayed on the Physis platform is collected from 3 primary sources: official company reports and websites, independent organizations, and government data.

How do you collect data and ensure its quality?

Physis automatically collects data from official company reports and websites, once collected the data undergoes an algorithmic quality check that assesses for outliers and performs a historical peer analysis.

How broad is the data coverage?

Our platform holds 176 million data points, covering up to 15 years of historical data for over 14,000 publicly-traded companies and 335,000 funds.

What is the difference between choosing an amount investment and choosing “AUM”?

Selecting a specific amount invested will return an analysis of the investor contribution to the portfolio, whereas selecting AUM will return the absolute value analysis of the portfolio.

How can I be sure the data is quality?

All data displayed on the Physis platform has been through a rigorous data quality check by our AI algorithms written into the back-end vetting process. The quality check assesses the data for outliers and runs a historical peer analysis. If our system finds inconsistencies or conflicting data, our analysts will intervene to ensure the quality of the data.

What if I already have extra-financial data but also want to use Physis?

We allow our clients to integrate their data into our platform in a variety of ways including direct display on the front end. Please contact us to learn more about how we can accommodate your needs.

Does Physis only provide “big data”?

No, Physis focuses on providing only data that can be easily understood and interpreted by anyone with any level of expertise.

How can I be sure that anyone will be able to understand Physis’ data?

The Physis platform is used by many paying clients with a variety of backgrounds, each of which have returned positive feedback about the data. Additionally, prior to our launch in 2021, we beta-tested the platform with over 400 users ranging from finance and sustainability experts to everyday investors, their feedback assured us that our data was transparent and understandable for all levels.

Why do I need Physis’ data?

Extra-financial data provides investors with deeper insights into risks and opportunities by uncovering operational and sustainability factors that traditional financial metrics and black-box ESG scores overlook. By integrating these insights, investors can better assess resilience, anticipate future challenges, and make more informed, forward-looking investment decisions.

Can I integrate Physis’ tools into my own platform?

Yes, Physis’ data can be easily integrated into an existing platform using API, FTP, or widgets.

How can I keep track of all of my portfolios and clients using Physis?

Our “Portfolio Hub” feature serves as a CRM, allowing users to store countless portfolios for their clients in our system, providing easy storage and reference.

How can I show my clients the impact of their portfolio?

Physis provides instant PDF reports, CSV files, or dynamic “Web Report” for any portfolio.

How can I build a portfolio from scratch?

Our “Screening” tool allows users to filter our investment universe based on any extra-financial criteria. The result is a list of companies, countries, or funds matching your exact requests.

Can I only run a portfolio of companies?

No, with Physis you can insert the ticker or ISIN of any combination of companies or funds. Using our systems look-through capabilities, we can show you data for all the companies in a portfolio and data for the holdings of any fund within a portfolio.

If a company's impact changes daily, how does Physis adapt to the constant changes?

We understand that, just like financial performance changes every day, so does impact performance. This is why Physis calculates its data every time a user checks their portfolio, this ensures that the user is only receiving the most updated data. All information is gathered from the day of the first investment.

How can Physis help a user classify their products as Art.8 or Art.9 according to EU SFDR regulations?

Physis provides data for PAI indicators and the Taxonomy alignment of your portfolio. This information can be integrated into your investment strategies, helping to classify your fund as Article 8 or Article 9.

How do I sign up?

Please book a meeting to assess your sustainability needs and access the platform.

How much does the platform cost?

Physis is highly customizable to fit any client's individual needs, as such, our pricing varies based on the unique subscription plan of each user. Please contact us to find the right pricing for you.

What if I am an advisor and do not have institutional funding?

Our platform is customized to the exact needs of the user. If an advisor would like to use our platform we have plans specifically designed to provide select data at a marginalized cost. Please contact us to find out more.