Asset Manager

Uncover hidden dimensions of investments and portfolios

Samantha persona portrait

Samantha Merckx

Asset Manager
@Wealth Management Firm

Responsibility

Guide HNW, ESG-focused clients with trusted insights.

Goal

Provide customized, value-aligned investment guidance.

Motivation

Build trust through personalized, value-driven portfolio advice.

Challenge

Samantha works with high-net-worth clients who expect investment advice aligned with their ethical values and long-term goals. ESG data is fragmented and inconsistent, making it difficult to generate differentiated insights. Standard reports often lack the nuance her clients require. She needs a solution that transforms dispersed information into tailored, forward-looking guidance, enabling her to provide credible, personalized advice that builds trust and strengthens client relationships.

Solution

QuontX provides asset managers with a proprietary, research-backed suite of ESG indicators and proxies, consolidating fragmented ESG data into a single, transparent framework. The platform uncovers ethical and sustainability dimensions of investments and portfolios that are often overlooked. By offering a structured, comprehensive perspective, QuontX enables managers to evaluate and compare portfolios rigorously, supporting sophisticated analysis and strategy development that aligns with high-net-worth clients' ethical priorities.

Benefits

With QuontX, asset managers gain a distinctive advantage in advising high-net-worth clients. The platform allows them to highlight the ethical and sustainability aspects of portfolios that traditional reports miss, strengthening credibility and client confidence. It supports deeper engagement, more tailored guidance, and a differentiated advisory offering. By making complex ESG information understandable and comprehensive, QuontX helps managers reinforce trust, enhance advisory quality, and lead in delivering forward-looking, values-aligned investment strategies.

“Investing should reflect values, not just numbers. QuontX equips advisors to provide high-net-worth clients with insights that align wealth with ethical priorities, setting a new standard for responsible, forward-looking guidance.”

Mike Vanderroost, Founder of QuontX

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