Marsham has been at the forefront of integrating AI into our processes. In 2017, we came across SEVVA, an innovative AI engine with the power to automate critical elements of research. SEVVA can read and understand thousands of documents in an instant, collecting, verifying and summarising the data and information that forms the fundamental assessments of our portfolio companies. This allows our analysts to focus on creating insights and recommendations for our clients. SEVVA also learns from every user, enhancing the quality of investment insights with every new research report.  SEVVA’s disruptive approach minimises time spent sourcing and filtering information, helping Marsham IM make better decisions faster.

AI is critical for the analysis we do as part of our sustainability and transitional characteristics assessment. Our proprietary Transitional Scorecard has been developed using the SEVVA platform utilising data from leading providers (eg CDP, Bloomberg).

The Transitional Scorecard helps rate companies according to their transitional strategy. It then regularly assesses information provided by each company that we invest in and monitors any progress or deviation with regards to any company's ESG factor guidance. The scoring relies on binary responses to 43 questions, with answers determined by data rather than subjective analyst judgment. The resulting score shows: (1) Potential impact the company can achieve; (2) How well the company executes on reducing emissions.

The Transitional Scorecard is integrated into our fundamental research process and forms a critical part of our investment approach.