Headquarters: New York, NY, with an office in Atlanta, GA

Key Associations:  NASDAQ OMX Group, Global Change Associates, Bloomberg, FactSet, Brennan Investment Partners, SeaCrest Investment Management, Governance & Accountability Institute

Overview / Mission: 

CRD Analytics describes itself as "the leading provider of independent sustainability investment analytics. Using its proprietary SmartViewTM Technology Platform, CRD Analytics empowers its clients with actionable and performance-driven information distilled from large sets of complex data including financial, environmental, social, governance and patent information."

Background: 

CRD Analytics was founded by Michael Muyot to meet the critical need of investment funds to perform.

Today, investment managers have more information at their disposal than ever before.  And with the emergence of sustainability, the wealth of information will only expand as investment managers are forced, from a fiduciary standpoint, to consider all forms of risk, a task which now includes environmental, social and governance (ESG) risk factors.  The lack of standardized reporting guidelines for ESG filings further complicates the evolution by rendering the base information too cumbersome and inconsistent to interpret on its own. 

CRD Analytics was founded to empower its clients with actionable and performance-driven information that enables them to easily and quickly analyze, benchmark, rate and rank companies based on the most holistic and all-inclusive perspective available, including environmental, social, governance and financial metrics.

Product and Services:

CRD Analytics’ products and services are designed to leverage the SmartView™ quantitative platform in a way that simplifies sustainability/ESG so that it is measurable and ultimately, investable.

• Research Services:
• Sustainable performance rankings/ratings
• ESG risk management reports
• Sustainability-oriented company profiles, sector analyses and market landscapes
• Index/Fund Analysis reports
• Portfolio Services:
• Sustainability Investment Advisory
• Portfolio Screening
• Portfolio Construction
• Portfolio Optimization
• Portfolio Compliance
• Indexes and Financial Products:
• Indexes used for ETFs, mutual funds, UITs, SMAs and other investable financial products
• NASDAQ OMX CRD GSI 50
• SmartView™ Sustainability 100 (SS100)
• SS100 - Consumer Staples & Discretionary
• SS100 - Energy & Utilities
• SS100 - Financials
• SS100 - Health Care
• SS100 - Industrials
• SS100 - Mining & Materials
• SS100 - Technology & Telecom
• Clean Tech 100
• Trace Life Sciences Index 100
• Tracer Pharma Index
• Tracer Biotech Index
• Tracer Medical Devices
• Tracer Specialty Pharma
• Tracer Drug Delivery
• Data Licensing

Methodologies / Operations:

SmartView™ serves as the focal point of all CRD Analytics’ products and services.  SmartView™ is a proprietary investment platform that screens, analyzes and force ranks companies based on 150 quantitative financial, environmental, social and governance performance metrics.

SmartView™ Highlights:

• Force Ranked

• SmartView™ quickly illuminates the best possible selection choices, based on fundamental performance metrics and key performance indicators.

• Sector Agnostic
• SmartView™ can be used for any industry, sector, or portfolio of public equity companies.
• Highly Customizable
• SmartView™ uses a multi-variable model comprised of customizable formulas, selection criteria and weights. SmartView™ can be tailored based on specific investment strategies and themes.

SmartView™ Incorporates Over 150 Quantitative Metrics:

• Key Financial Performance Indicators (KPIs)
• Such as fundamentals, valuation, growth rates, profit margins, etc
• Environmental Performance Indicators (EPIs)
• Such as green house gas emissions, energy usage, waste production, etc
• Social Performance Indicators (SPIs)
• Such as supplier screening, workforce diversity, employee training, safety measures, etc
• Governance Performance Indicators (GPIs)
• Such as board structure, executive compensation, transparency, sustainability reporting, etc.

Research & Publications

CRD Analytics reports and affiliate reports are available on the company's Web site here.

Management Overview:

CRD Analytics is led by a team of seasoned business, entrepreneurial and technology professionals with a proud history of success.  The management team specializes in building breakthrough technologies and services, providing value, outpacing competitive products and growing & preserving shareholder and investor wealth.

Michael Muyot, president of CRD Analytics, "oversees the development of the SmartView Platform and runs the Analytical Intelligence division, which is responsible for building all CRD Analytics' indexes, benchmarks and investment products." Muyot received a master's degree in economics with a focus on econometrics. (full bio)

Contacts:

Michael Muyot
President

mmuyot@crdanalytics.com

Headquarters:

CRD Analytics
333 Hudson Street,
6^th Floor,
New York, NY 10013

info@crdanalytics.com
www.crdanalytics.com