9 January 2024: Save a Theme, Boolean Queries, Custom Portfolios

Key updates and enhancements in this release:

Save a Theme in Open Search

Create your own custom Themes in Open Search by combining your keywords with our predefined ESG themes. Once you are happy with your Theme, you can save it, making it easy to return to in the future.

Boolean Queries with the Advanced Builder in Open Search

It’s easier than ever to conduct Boolean queries in Open Search. A new Syntax Helper will appear when a query has errors, guiding you through the necessary corrections. Additionally, the Intelligent Syntax Detection automatically recognizes parentheses. The parentheses are color-coded to improve readability and do not require you to press “Enter”.

Create a Custom Portfolio

Quickly create a custom portfolio made up of any group of companies in your universe, for example, grouping a specific industry. You can monitor your custom portfolios on the SDG or ESG Portfolio Monitoring Dashboards.

For a quick demo of these updates, watch the video below: