The AI investment research platform will power the data and analytics infrastructure behind one of asset management’s most influential diversity initiatives.
Orbit Financial Technology, the award-winning AI platform for institutional investment research, today announced its selection as the technology partner to the Asset Owner Diversity Charter (AODC), the initiative committed to building an investment industry that reflects the diverse societies it serves.
Orbit will design, build, and power AODC’s end-to-end data and automation platform. The scope covers the full Asset Manager Diversity and Inclusion Questionnaire framework, a secure platform for collecting responses from hundreds of asset managers and owners every year, dedicated environments for each participating firm, and the aggregation of current and historical submissions into a structured, machine-readable dataset used across the industry.
The platform will deliver year-on-year trend analysis, benchmarking across firms, regions, asset classes, and AUM, and interactive dashboards with drill-through and export functionality. Automated workflows, role-based access, and robust data governance sit at the core of the build.
“The charter’s impact depends on the quality, consistency, and accessibility of the data behind it,” said Helen Price, Co-Chair of the AODC Steering Committee. “Orbit’s platform gives our signatories and participating managers the tools to report, benchmark, and act on diversity data with a level of rigor the industry has not had before.”
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The appointment places Orbit at the center of a flagship industry initiative whose signatories collectively manage over £1 trillion in assets. Participating asset managers and owners will work directly with Orbit’s infrastructure, creating a standardized, auditable, and scalable evidence base for diversity and inclusion across the asset management ecosystem.
“AODC is setting the standard for transparency and accountability on diversity across the investment industry, and we are proud to put our platform to work behind it,” said Da Wei, CEO of Orbit. This is exactly the kind of large-scale, high-integrity data infrastructure Orbit was built for.”
Orbit’s selection reflects a wider shift in how institutional investors approach stewardship, ESG, and workforce data. Signatories require transparent, comparable, and defensible information from their managers. Orbit’s infrastructure, already trusted by global asset managers and used to process more than 70 million documents annually across 75,000 companies, brings that same standard of reliability to AODC.
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