BlueMark IQ
Analyze your investment portfolio through a new lens
The BlueMark IQ Advantage
Built for investors, powered by BlueMark’s trusted verification expertise
Investors struggle to make sense of variable and inconsistent fund-level impact and sustainability information. BlueMark IQ draws on BlueMark’s extensive experience evaluating and verifying over 330 investment strategies and nearly half a trillion dollars of investments – empowering investors with a comprehensive platform to efficiently collect, manage, and report relevant portfolio data and insights.
BlueMark IQ Solutions
More than just another data platform, BlueMark IQ is a partner throughout the investment process, from screening and due diligence, to data collection and monitoring, to performance reporting and benchmarking.
IQ Directory
- Source diverse investment opportunities, from the largest proprietary dataset of impact-verified funds in the market
- Explore funds based on key features, like impact theme, geography, asset class, and financial returns
IQ Screening & Benchmarking
- Integrate AI-powered impact assessments into your diligence process
- Screen and benchmark funds with BlueMark’s trusted assessments and benchmark data

IQ Data Collection
- Request and access impact performance data from funds in the platform
- Leverage AI-extraction tools and custom surveys to streamline your impact data collection
- Centralize management of your impact data requests and documents in one location

IQ Reporting
- Automate portfolio-level impact reporting and analytics with built-in dashboards
- Customize reporting dashboards for your stakeholders and client portfolios
Ready to join the BlueMark IQ community?
Streamline your impact reporting and help shape the BlueMark IQ platform for the industry alongside a community of leading impact allocators.
- Register an account to explore the BlueMark IQ Directory
- Reach out for a demo today and learn more about early access pricing
BlueMark IQ for Fund Managers
The BlueMark IQ platform offers another way for fund managers to increase the visibility of their products and streamline reporting across multiple investors: Reach out today if you are interested in verification or want to feature your fund in the BlueMark IQ platform.
Register your interest in getting verified or featured in the BlueMark IQ Directory.
BlueMark Early Adopters and Partners
BlueMark IQ has been developed and shaped in collaboration with leading asset allocators. Notably, components of the platform were originally developed by the Caprock Group as part of Caprock Impact Reporting (CIR).

