ESG analysis — asset managers, funds, research houses
The ESG performance of every portfolio, measured under your own methodology — and never another committee question you cannot answer.
480 indicators · 75 markets · 2M+ values, each tied to its page
Coverage — live data
Companies — live data
Every logo is a company we actually cover.
Logos et couverture réels, actualisés en continu
Chargement des sociétés…
Drag to rotate · zoom to reveal · click a logo
02The problem
Most teams buy aggregated ratings. They give an answer — rarely the one the committee asks for. The bill lands later, and somewhere else.
Two providers rate the same company in opposite directions. The one who has to explain it to a client is you.
The rating arrives without the data behind it. In front of a committee, a client or a regulator, the only answer available is the provider's name.
One method revision is enough: a portfolio that was improving starts declining, without a single position having moved. Multi-year reporting loses its value as evidence.
An institutional client asks for the data behind the conclusion. Without it, what you sell rests on your reputation alone.
01What changes
In committee, on a client call, in front of an auditor: the answer exists while the meeting is still running. The 48-hour round trip is gone.
When a provider revises its method, your past rewrites itself. Here nothing changes without your decision: your year-on-year comparisons hold.
You see who drops out, on which criterion, and what the portfolio score becomes — before you commit to anything.
Excel or API import, your existing SSO, autonomy in the first week. No technical project, no team pulled off its work.
480
ready-to-use indicators, structured by ESRS pillar
2M+
published values, each tied to its original page
75
markets covered — a new mandate arrives already covered
Try it now — live data
Every value shows the document and the page it came from. Check it yourself.
03The baseline
Every value shows where it came from, can be corrected, and keeps a record of what it was worth before.
That is a prerequisite, not an argument: the demos on this page show the source of every figure.
Nothing here asks you to take our word for it.
05Your method
It stops being a document and a spreadsheet: it runs, it is versioned, it can be handed over.
A weight says what counts. A rule says how a figure becomes a score — and you are the one who writes it, indicator by indicator.
A score that surprises you decomposes down to the data that produced it: it gets discussed instead of absorbed.
Every method change is dated and the previous version stays readable — your year-on-year comparisons stay valid.
| Pillar | Code | KPI | # | Rule | Condition | Points | · | |
|---|---|---|---|---|---|---|---|---|
Env | ENV-01 | Carbon intensity (scopes 1 & 2) peers: sector | 1 | Below the peer median | < universe median (214.0 tCO₂e / M€) | 10 pt | ||
| 2 | Below the peer average | < universe average (275.6 tCO₂e / M€) | 6 pt | |||||
| 3 | Bottom quartile excluded | percentile ≥ 25 | 3 pt | |||||
Env | ENV-04 | Intensité d'eau prélevée | 1 | Top quartile | percentile ≥ 75 | 8 pt | ||
| 2 | Top half | percentile ≥ 50 | 5 pt | |||||
| 3 | Bottom quartile excluded | percentile ≥ 25 | 2 pt | |||||
Soc | SOC-01 | Accident frequency rate (LTIF) | 1 | Top quartile of peers | percentile ≥ 75 | 10 pt | ||
| 2 | Below the peer median | < universe median (5.2) | 7 pt | |||||
| 3 | Below the peer average | < universe average (5.6) | 4 pt | |||||
Gou | GOV-03 | ESG-indexed variable remuneration | 1 | Top third of the population | percentile ≥ 66 | 8 pt | ||
| 2 | Middle third | percentile ≥ 33 | 4 pt |
The pencil opens the row's editors. The first rule whose condition is true, in priority order, wins.
LUMEA industrialises your methodology without ever replacing it.
06Steering
You see who drops out, on which criterion, and what the portfolio score becomes — before you commit to the decision. Every inclusion and every exclusion keeps its reason.
Screening runs live, across the whole universe — never on a sample.
| Company | LUMEA score | |||
|---|---|---|---|---|
Live data — the columns follow the filter's coverage
See the full screening in a demoCompliance
Frameworks change; the data that feeds them is already here, already sourced, already attached to your portfolios.
A pre-filled SFDR annex
The periodic RTS annex layout, filled with your data: scores, principal holdings, sector allocation, exclusion policy.
Framework coverage, before the deadline
Every indicator carries the frameworks that require it. You see what is covered and what is missing, portfolio by portfolio — while there is still time to act.
An exclusion policy that stands up
Every exclusion keeps its criterion, its author and its date. The decision is presented in review: it is not reconstructed from memory.
The file exists before anyone asks for it
Sources, method history, decision log: what a review asks for is produced by ordinary use, not by a campaign.
LUMEA supplies the data, the structure and the trail. PAI indicators, narratives and the regulatory qualification stay with your compliance team.
07The workshop
Library
Portfolios, universes, models and reports in one governed space. The team stops contradicting itself: same definitions, same figures, rights per team.
Assistant
Every action stays logged, reasoned and reversible. The assistant answers from your live data — never from memory — and publishes or deletes nothing without your approval.
Reporting
Written by several people at once, charts bound to the data: a corrected value corrects itself in the report you already wrote. No divergent version at the client.
04Integrations
Your teams keep their tools and stop retyping: the value arrives current, with its source.
Excel add-in — live formula
Real value via the API — the same one in Excel, Google Sheets and Power BI
The workbook stays the workbook — the figures come from the platform, in sync.
=LUMEA_KPI, =LUMEA_SCORE… the data lands in the sheet with no copy-paste.
Leadership reads the same source as the analyst — the figure mismatches disappear.
Your systems feed themselves. Interface in French, English, German and Italian.
08Who it is for
You defend every line of every portfolio — in committee, to a client, to a regulator. And a new mandate is covered the day it is imported.
You sell a conclusion the client can inspect. The data behind your opinion stops being a burden: it becomes an argument.
Your method becomes executable with no technical team. The debate is about the data, not about whether it exists.
You are never in the middle of preparing an audit: the file is already written, on a method that has not moved since last year.
09Direct questions
A few days. Import from an Excel file or the API, authentication through your existing SSO (Microsoft or Google), autonomy within the first week — no integration project.
An aggregated rating expresses its provider's opinion, and it changes when their method changes. Here the data is what the company published, the method is yours, and your history only moves when you decide it does.
Extraction is automated and then reviewed, and every value displays the document and page it came from: an error is visible instead of propagating. Corrections are made in the interface, keep the previous value, and record the date of the change.
No. Your data is never shared with another organisation, and is not used to train a model. The subprocessors involved in document analysis are published on the Trust & Security page.
Official publications: sustainability reports, annual reports, universal registration documents, climate reports. Every value keeps the reference to its document and its page.
Yes. 480 pre-configured ESRS indicators, fully configurable scoring: weights, per-indicator rules, reference universes. The Builders plan adds your own indicators, with formulas and validation rules.
No, and that is not the point. LUMEA makes the data available and the method executable; judgment, validation and methodology stay your analysts' work.
European hosting, Microsoft and Google SSO, strict isolation per organisation, encrypted sessions. One organisation's data is never shared with another.
10Security & compliance
The sovereignty question is settled before it is asked: dedicated servers in Germany and Finland, no client data outside the Union.
One organisation never sees another's data. Mandatory multi-factor authentication, Microsoft and Google SSO.
Your DPO reads the full list without having to ask for it, with what each one is for. Processing outside the EU is covered contractually.
Your users' rights are exercised with no ticket and no delay: access, rectification, erasure. A data processing agreement is in preparation.
11Roadmap
12Access
You can assess what you are buying without asking us: getting started, REST API, connectors.
Pricing
Limited access, granted on request — enough to gauge the corpus.
All the data, with its source — enough to answer on the spot.
Everything in Preview, plus:
The whole chain: scoring, portfolios, exclusions.
Everything in Pro, plus:
Your own indicators, your own systems.
Everything in Analyst, plus:
The demo
We prepare the session with companies you actually hold.
We configure the platform to your own evaluation methodology.
You leave knowing what the platform covers of your positions — and what it does not.
LUMEA is a brand of CORE.AI SAS.
CORE.AI SAS · SIREN 988662334 · Meudon, France