Case study · AI-powered ESG analytics
Truvalue Platform
Designing an ESG research platform that turned timely alternative data into actionable investment workflows.
Challenge + Approach
Challenge
Measure intangible company value with timely evidence.
Investment managers needed objective ESG insight, but traditional data was often outdated, slow-moving, and self-disclosed by companies.
Approach
Turn AI-driven ESG data into decision workflows.
The platform evolved through an initial release, targeted improvements to data visualization and signal coverage, and concept work that simplified the experience around portfolio monitoring, issue search, opportunity screening, stakeholder reporting, and workspace collaboration.
The product family also expanded through a limited Whitelabel experience designed for self-service access and broader adoption, supported by a shared design system for the core platform.
The work included:
- Multi-release product strategy and design direction
- Core workflow and data-visualization design
- Whitelabel product and design-system development
Platform V1
The initial platform brought portfolio monitoring, company analysis, ESG signals, events, and source research into one connected product.
Platform V2
The second release improved key data visualizations, strengthened signal interpretation, and expanded company coverage.
Concepts V3
Concept work simplified the platform around monitoring, search, screening, reporting, and collaboration with analysts, portfolio managers, stakeholders, and clients.
Whitelabel
A limited self-service version extended access to core insights and created another path for product adoption.
Design Language
The shared design system defined the platform’s color, typography, icons, controls, components, and reusable interface patterns.
Outcome
A product family brought from concept to market.
Across my tenure with Truvalue Labs, I was responsible for bringing the core platform releases and Whitelabel product to market while advancing the product direction and shared design system.
