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FREQUENTLY ASKED QUESTIONS

Who should use the Physis platform?

The Physis platform is most commonly used by institutional investors (asset managers, family offices, financial advisors, pension funds) but can be used by any interested parties.

Why should I use the Physis platform?

Measure the impact of any investment on the planet from the day of the first investment
Build more advanced sustainable portfolios
Expand your clientele to access a growing market of sustainable investors
Stay compliant with the EU SFDR regulations
Identifying and minimizing the risk of any investment
Screen down an investment universe based on any sustainability needs
Track all your portfolios for all your clients in one place using our portfolio hub

What makes Physis’ platform different from the ESG rating agencies?

ESG rating agencies only provide ESG scores. These scores are inconsistent across agencies and disclose limited to no quantitative data to back the score a company or fund received.

What type of data does this platform offer?

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

Where does the data come from?

The data displayed on the Physis platform represents 3 different sources: in-house research performed by our analysts, publicly available reports/websites, and redistribution agreements with external partners.

How broad is the data coverage?

Our platform holds over 56 million data points, covering over 17,000 publicly-traded companies and 355,000 funds.

How can I be sure the data is quality?

All data displayed on the Physis platform has been through a data quality check by our algorithms written into the back-end vetting process. If our system finds inconsistencies or conflicting data, our analysts will intervene to ensure the quality of the data.

What are the different ways that I can download Physis’ data?

Our data can be easily downloaded as a PDF or CSV file.

What if I already have sustainable 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?

Physis 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 rather than using an ESG score?

As sustainability becomes increasingly prominent among investors, more and more people are demanding to see the impact of their investments beyond an ESG score. With Physis you can satisfy investors' needs by providing them with real data they can understand rather than an ambiguous score.

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 and clients in our system for easy storage and reference.

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

Physis provides PDF reports or dynamic “Web Report” for any portfolio with just one click.

How can I build a portfolio from scratch?

Our “Screening” tool allows users to filter our investment universe based on any specific sustainable 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 updates its data every time a user checks their portfolio, this ensures that the user is only receiving the most updated sustainable data. All data 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. Contact us to find out more.

How are users billed?

Subscribers to the Physis platform are billed on a yearly subscription basis.

What is ImpactChat.AI?

ImpactChat.AI is a generative AI-based chatbot built using the Physis Investment sustainable database. It provides instant access to 176 million sustainable data points from 14,000 companies tracking information from renewable energy used to women employed, allowing users to generate unique insights and conduct research in seconds.

Can ImpactChat.AI provide real-time updates for the sustainability metrics of a given company?

Yes, ImpactChat.AI continuously monitors sustainability metrics such as carbon emissions, water usage, and waste management for 14,000 companies. It offers real-time calculation whenever a user asks a question.

How can I use the insights provided by ImpactChat.AI?

-writing articles
-sustainability reports or white papers
-corporate sustainability research
-personal investment research
-investment diligence at the institutional level
-thought leadership content

Who can view my conversations?

Only you have access to your conversations, ensuring privacy and underscoring our commitment to safe and responsible AI practices.

What data does ImpactChat.AI use to generate insights?

ImpactChat.AI utilizes Physis 176 million sustainable data points, covering up to 330 indicators for 14,000 companies and 15 years of historical data. The proprietary technology is trained to analyze key trends and pull any data point in seconds.

What insights can be generated using the ImpactChat.AI?

ImpactChat.AI leverages the Physis database to provide access to company sustainability data, historical trends, industry analysis, company operations and product data, and more!

What types of sustainability data can I access through ImpactChat.AI?

Users can access a wide range of sustainability data through ImpactChat.AI, including live impact data, sustainable products data, PAI, EU Taxonomy, controversial activity involvement, and more.

How does ImpactChat.AI ensure the quality and reliability of the data it provides?

ImpactChat.AI ensures the quality and reliability of the data it provides through a rigorous data quality check process. All data undergoes a proprietary quality check by algorithms integrated into the back-end vetting process. If inconsistencies or conflicting data are detected, analysts intervene to ensure data quality.

Can I train ImpactChat.AI with my own data?

Yes! ImpactChat.AI can be trained and personalized with your data through an Enterprise subscription plan. Talk to a Physis representative to get started.

What years of data are covered at Physis?

Physis’ database most accurately covers data from 2007 to 2022. The system consistently gathers updated information as it becomes available, 2023 data will be available soon.

Can ImpactChat.AI interpret complex sustainability data to provide actionable insights?

Absolutely. ImpactChat.AI employs natural language processing (NLP) techniques to interpret millions of complex data points and distill them into actionable insights. The result is digestible information, making it easy for users to understand and utilize.

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 and clients in our system for easy storage and reference.

Can I export data from ImpactChat.AI?

Yes. ImpactChat.AI generates charts that are downloadable for you to use and share.

Does the system get smarter the more that I use it?

Yes, the technology is built to learn from your previous questions, providing you with the best experience possible. Powered by AI, ImpactChat.AI offers personalized assistance, individualized responses, and ongoing optimization based on your inquiries.

What types of questions can I ask?

ImpactChat.AI is most proficient when asked questions about a specific insight for a sustainability metric. Users can run a comparison analysis or request the data for a single company.

What are the pricing plans?

There are 3 price plans for ImpactChat.AI, Starter, Premium, and Enterprise.

What comes with the Starter plan?

Yes, the Starter plan offers access to S&P 500 companies, 50 indicators per company, and 5 years of historical data.

What comes with the Premium plan?

The Premium plan provides access to 14,000 companies, 115 indicators per company, and 15 years of historical data. You can sign up here.

What is included in the Enterprise plan?

The Enterprise plan offers full access to the Physis database (14,000 companies, up to 330 indicators per company, and up to 15 years of data), options to integrate with your databases, and customization to the interface. Book a meeting here to discuss options and pricing.

How can I sign up?

You can sign up here. The process is quick and easy.

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Physis Investment Inc. ("Physis") offers investors tools to measure investment performance through extra-financial insights.

By using this website, you accept our Terms of Use, Privacy Policy, and Disclaimer. Physis cannot guarantee the accuracy of the information, news, and related materials provided to you on this website. The content is provided for informational purposes only, and are not and should not, be construed as financial advice.