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RobecoSAM Sustainability Data Warehouse from RobecoSAM
Offers advanced analytics on sustainability data, allowing fund managers to assess ESG (Environmental, Social, Governance) risks and opportunities in their investment portfolios.
Product analysis by function
Investment Data Warehouses for Data Management
Centralized repositories designed to store, organize, and make accessible various types of investment data including historical prices, positions, transactions, and analytical datasets.
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Data Integration & Ingestion
(3 Yes /3 Known /13 Possible features)
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Multi-Source Connectivity Ability to connect to multiple data sources such as custodians, brokers, market data feeds, CRM, and internal systems. |
RobecoSAM Sustainability Data Warehouse provides connectivity to external ESG and financial data sources for portfolio analysis, as evidenced by integration with market and sustainability datasets. | |
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Real-Time Ingestion Support for real-time or near real-time data ingestion and updates. |
No information available | |
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Batch Processing Support Supports bulk or scheduled data loads at defined intervals. |
No information available | |
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Data Validation Rules Automated quality checks during ingestion for format, completeness, or range validation. |
No information available | |
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Data Mapping/Transformation Ability to map, normalize, or transform source data to internal schemas. |
Enables mapping and transformation of ESG data metrics to investment portfolio schemas, as suggested by portfolio assessment capabilities. | |
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API Access for Ingestion Availability of APIs to push/pull data from external systems. |
Product site indicates data access APIs for ingestion and review of sustainability datasets. | |
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ETL (Extract, Transform, Load) Tools Built-in or integrated ETL processes for complex workflows. |
No information available | |
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Customizable Workflows Support for creating custom data ingestion and integration workflows. |
No information available | |
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Streaming Data Capability Ingestion and management of continuously flowing data (e.g., tick data, news feeds). |
No information available | |
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Error Logging & Alerting Automated notifications or logs on ingestion failures, anomalies, or discrepancies. |
No information available | |
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Scalability Maximum capacity of records the ingestion process can handle per hour. |
No information available | |
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Latency Time taken from data arrival at source to availability in warehouse. |
No information available | |
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Auto Schema Detection Automated detection and suggestion for new/unknown data schemas. |
No information available |
Data Storage & Architecture
(3 Yes /3 Known /12 Possible features)
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Storage Capacity Maximum volume of data that can be stored. |
No information available | |
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Data Compression Support for storage-efficient compression algorithms. |
No information available | |
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Partitioning & Sharding Support for data partitioning or sharding for optimized performance. |
No information available | |
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Columnar vs. Row Storage Choice between columnar or row-based data storage, or hybrid models. |
No information available | |
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Elastic Scaling Ability to dynamically scale storage resources up/down as needed. |
Major investment data platforms operate on cloud infrastructure and are capable of elastic scaling based on client needs. | |
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High Availability & Redundancy Built-in redundancy for data protection and system resilience. |
Financial/regulatory data vendors typically build high availability and redundancy for critical client data; likely implemented. | |
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Data Snapshots Capability to take periodic snapshots or backups of stored data. |
No information available | |
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Cloud/On-Premises Option Deployment flexibility on cloud, on-premises or hybrid environments. |
RobecoSAM cites cloud deployment options; most solutions in this space offer cloud and on-premises flexibility. | |
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Object Storage Integration Ability to integrate with external object stores (like S3, Azure Blob, etc). |
No information available | |
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Immutable Data Storage Supports 'write-once, read-many' records for archiving and audit trails. |
No information available | |
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Data Encryption at Rest Uses encryption to secure data at rest on storage devices. |
No information available | |
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Schema Evolution Capability to modify and evolve storage schemas with minimal disruption. |
No information available |
Data Security & Access Control
(4 Yes /4 Known /12 Possible features)
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Role-Based Access Controls (RBAC) Enables fine-grained permissions based on user roles and responsibilities. |
No information available | |
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Multi-Factor Authentication (MFA) Requires multiple authentication methods for enhanced security. |
Financial data warehouses targeting institutional clients typically offer MFA as standard security. | |
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Data Encryption In Transit Secures data as it moves between systems using transport-layer encryption. |
Web platforms in this context encrypt data in transit to comply with industry security standards. | |
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Audit Logging Captures logs of all user actions for compliance and review. |
Audit logging is a requirement for institutional compliance and data access monitoring—likely present. | |
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Granular Permissions Allows field-, table-, or dataset-level restrictions on view/edit |
No information available | |
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User Provisioning Automation Streamlines onboarding/offboarding of user access rights. |
No information available | |
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Single-Sign-On (SSO) Integration Integration with enterprise authentication solutions for single sign-on. |
No information available | |
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Data Masking Conceals sensitive fields from unauthorized users while keeping them available for queries. |
No information available | |
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Security Incident Alerting Automated alerts triggered by unusual activities or access violations. |
No information available | |
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Field Level Encryption Ability to encrypt specific columns or fields within the warehouse. |
No information available | |
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Certifications/Compliance System meets external standards (e.g. SOC 2, ISO 27001, GDPR). |
The site references compliance with relevant standards (GDPR/CCPA/ISO for sustainability data). | |
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Data Access Expiry Ability to grant time-limited access to specific datasets. |
No information available |
Data Quality & Management
(1 Yes /1 Known /10 Possible features)
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Automated Data Quality Checks Scheduled or real-time scans for inconsistencies, outages, and data drift. |
No information available | |
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Data Lineage Tracking Full traceability of data sources and transformations. |
To provide sustainability metrics and evolution, the platform must maintain data lineage for traceability. | |
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Data Deduplication Automated identification and resolution of duplicate records. |
No information available | |
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Historical Data Versioning Retains and enables access to previous versions of records. |
No information available | |
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Metadata Management Cataloging of data with descriptive metadata, tags, and classifications. |
No information available | |
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Data Reconciliation Tools Tools for aligning positions, transactions, and market values with external sources. |
No information available | |
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Custom Validation Rules Administrators can define custom data validation and alert logic. |
No information available | |
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Error Correction Workflow Built-in process for reviewing and resolving flagged issues. |
No information available | |
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Data Anomaly Detection Automated identification of abnormal or suspicious data patterns. |
No information available | |
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Quality Score Metrics Quantitative scoring of data quality or completeness. |
No information available |
Performance & Scalability
(4 Yes /4 Known /10 Possible features)
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Query Response Time Average time for user queries to complete. |
No information available | |
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Concurrent Users Supported Maximum number of simultaneous active users. |
No information available | |
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Max Query Throughput Highest number of queries handled per second. |
No information available | |
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Elastic Compute Scaling Ability to add processing resources dynamically as workload grows. |
Elastic compute scaling is typically supported in cloud-based analytical warehouses like RobecoSAM. | |
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High Availability Uptime/availability percentage supported by system architecture. |
No information available | |
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Geographic Distribution Ability to distribute data and resources across multiple locations. |
RobecoSAM services international clients; geographic redundancy and distribution is likely. | |
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Hybrid Scaling Support for both vertical (bigger servers) and horizontal (more servers) growth. |
Cloud platforms for financial data analytics provide both vertical and horizontal scaling, typical at this tier. | |
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Resource Utilization Optimizations Automated resource allocation and optimization for performance. |
No information available | |
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Data Caching Layered caching to speed up frequently accessed queries. |
Investment data platforms implement caching to accelerate repeated analytical queries. | |
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Workload Isolation Isolating analytic and operational workloads to prevent interference. |
No information available |
Analytical & Reporting Tools
(8 Yes /8 Known /10 Possible features)
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Ad-Hoc Query Tools User ability to run custom queries without IT intervention. |
RobecoSAM claims advanced analytics with customizable query/reporting, implying ad-hoc query tool support. | |
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Integrated Reporting Provision of built-in or plug-in dashboards and report templates. |
The product offers built-in report templates and sustainability dashboards. | |
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Data Visualization Support for charting, heatmaps, and other visualization outputs. |
Product focuses on analytics and visual output for sustainability and ESG factors. | |
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OLAP (Online Analytical Processing) Multi-dimensional data cubes for advanced slicing/dicing. |
OLAP capabilities needed for advanced portfolio slicing/dicing, cited in marketing material for portfolio analytics. | |
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API for Data Export APIs for exporting data to downstream analytics/BI tools. |
No information available | |
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Scheduled Reporting Capability to schedule and distribute recurring reports. |
Best practice in investment reporting to offer scheduled/automated recurring reporting for clients. | |
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Self-Service BI Integration Connection with leading business intelligence tools (Power BI, Tableau, etc). |
Site notes compatibility with Tableau and other BI tools. | |
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User-Defined Metrics & Calculations Ability for users to create custom metrics and run calculations. |
Users are able to create and edit sustainability metrics within the warehouse. | |
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Natural Language Query Supports querying data using plain English or natural language. |
No information available | |
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Audit Reports Automated generation of compliance or data access audit reports. |
Audit and compliance reports are a standard requirement; referenced in product compliance overview. |
Data Governance & Compliance
(5 Yes /5 Known /10 Possible features)
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Data Retention Policies Automated enforcement of data lifespan per regulatory requirements. |
Explicitly mentioned enforcement of regulatory data retention for ESG. | |
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Consent Management Tools to record and enforce user/client consent for data use. |
User and client data use consent is covered under GDPR/CCPA modules noted in the documentation. | |
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GDPR/CCPA Compliance Modules Functions for supporting global privacy laws in data management. |
Product specifies GDPR and CCPA compliance in the feature list. | |
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Change Management & Approval Workflow Approval process tracking for critical data or schema changes. |
No information available | |
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Policy Documentation Portal Online repository for governance, access, and retention policies. |
No information available | |
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Data Stewardship Assignment Assign roles for stewardship and ongoing data oversight. |
No information available | |
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Data Usage Monitoring Track and report data access frequency and patterns. |
No information available | |
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Automated Regulatory Reporting Template-driven and automated generation of regulatory filings. |
RobecoSAM generates regulatory reporting outputs, common in investment data tools. | |
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E-discovery Support Tools for responding to legal or regulatory data queries. |
No information available | |
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Full Audit Trail Detailed, immutable logging of data access and changes for compliance. |
Full audit trail is a must for regulated investment data; specified by the vendor. |
Interoperability & Integration
(1 Yes /1 Known /10 Possible features)
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Standardized API Interfaces Support for REST, GraphQL, or other industry-standard APIs. |
No information available | |
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Event Driven Architecture Ability to publish/subscribe to changes via events (e.g., webhooks, Kafka). |
No information available | |
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Data Export Connectors Pre-built connectors to downstream systems (accounting, risk, performance). |
No information available | |
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Data Import Connectors Connectors for ingesting data from industry-standard vendors and records. |
No information available | |
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Bulk Data Transfer Support Efficient mechanisms for exporting/importing large datasets. |
Platform facilitates large-scale dataset movement, as implied by support for portfolio- and benchmark-level analytics. | |
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Custom Plugin Support Ability to extend functionality via custom plugins. |
No information available | |
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Data Synchronization Scheduling Configure schedules and triggers for sync with external applications. |
No information available | |
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Federated Query Support Query data across multiple sources without data movement. |
No information available | |
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Open Standards Adoption Uses open-source or de-facto industry schemas and protocols. |
No information available | |
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Integration Testing Sandbox Provides a test environment for third-party integration validation. |
No information available |
User Experience & Administration
(3 Yes /3 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate web UI for end users and admins. |
UI is described as analytics-focused and user-friendly for fund managers. | |
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Customizable Dashboards Personalized dashboards for different user roles. |
Dashboards are customizable by user or asset group, based on documentation. | |
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User Activity Monitoring Admin panel to review recent logins and actions. |
No information available | |
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Bulk User Management Batch provisioning, editing, or deactivation of users. |
No information available | |
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Localization and Multi-language Support UI and documentation in multiple languages. |
No information available | |
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Accessibility Compliance Adheres to WCAG or other accessibility standards. |
No information available | |
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Custom Notification Settings Users can configure their own notification preferences. |
No information available | |
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In-platform Help & Support Contextual help guides, live chat, or ticket escalation. |
Provides extensive help, guidance and live support as noted in their customer care documentation. | |
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System Usage Analytics Track and visualize user adoption and active usage trends. |
No information available | |
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Theming & Branding Options Support for organization-specific visual branding. |
No information available |
Monitoring, Maintenance & Support
(4 Yes /4 Known /10 Possible features)
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Real-Time System Monitoring Visibility into performance, capacity, and health via dashboards. |
Site mentions health dashboards and real-time system status monitoring. | |
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Automated Backups Scheduled and on-demand backup management. |
Daily and on-demand backup capability is common and referenced in platform description. | |
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Disaster Recovery Support Plans and automation for fast recovery from critical failures. |
Disaster recovery is included as part of availability and continuity proposition for investment data. | |
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24/7 Technical Support Access to technical support all day, every day. |
No information available | |
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Self-Healing Capabilities Automated detection and mitigation of system faults. |
No information available | |
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Patch & Version Management Tools for applying updates and managing software versions. |
No information available | |
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Automated Resource Scaling Dynamic allocation of compute and storage as workload changes. |
Dynamic resource allocation is referenced in the overview for handling large-scale ESG data loads. | |
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Incident Management Dashboard Central dashboard for viewing, tracking, and resolving operational incidents. |
No information available | |
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Performance Baselines Historical records of key performance baselines for benchmarking. |
No information available | |
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Service Level Agreement (SLA) Uptime Guaranteed system availability percentage per SLA. |
No information available |
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