# US 2023/0068433 A1 · Dynamic esg visualization > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2023/0068433 A1 - Document ID: US20230068433A1 - Status: Published application - Kind: A1 - Application number: 17/891,548 - Filed: 2022-08-19 - Published: 2023-03-02 - Earliest claimed: 2021-08-27 - Applicants: Royal Bank of Canada - Inventors: Lindsay Puls; Michael Chen; Ori Wiegner; Calla Lu - Web page: https://patentgrep.com/patent/US20230068433A1 ## CPC - G06Q 10/06393: {Score-carding, benchmarking or key performance indicator [KPI] analysis} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A method is provided for dynamically visualizing an impact field based on weighted ESG. A portfolio is received, which includes a plurality of assets according to a first configuration, each asset having an associated quantum variable. A raw ESG score is retrieved for each of the assets. A weighted ESG score is determined for each asset by multiplying the raw ESG score by the quantum variable. A first composite ESG score is formed by summing the weighted ESG scores for the assets in the first configuration of the portfolio. This is then visually represented by rendering and displaying an impact field having a gradient variable reflective of the first composite ESG score. A recommendation is made for at least one asset in the first configuration. The configuration is changed, another composite ESG score is determined, and the impact field is updated accordingly. ## Claims ### Claim 1 A method of dynamically visualizing an impact field based on weighted environmental, social, and governance (ESG) metrics, comprising: obtaining a portfolio including a plurality of assets according to a first configuration, each asset having an associated quantum variable; retrieving for each of the assets a raw ESG score; determining a weighted ESG score for each asset by multiplying the raw ESG score by the quantum variable; forming a first composite ESG score by summing the weighted ESG scores for the assets in the first configuration of the portfolio; visually representing the first configuration of the portfolio by rendering and displaying an impact field having a gradient variable reflective of the first composite ESG score; making a recommendation for at least one asset in the first configuration; receiving an instruction to reduce or increase the quantum variable of at least one asset, or to drop or add an asset, to form a second configuration of the portfolio; retrieving for any new asset a raw ESG score; determining a weighted ESG score for any new or modified asset by multiplying the raw ESG score by the quantum variable of the new or modified asset; forming a second composite ESG score by summing the weighted ESG scores for the assets in the second configuration of the portfolio; and visually representing the second configuration of the portfolio by modifying the appearance of the impact field through adjustment of the gradient so as to reflect the second composite ESG score. ### Claim 2 (depends on 1) The method of claim 1, wherein the quantum variable is expressed in shares, value, relative ranking within the portfolio by shares, or relative ranking within the portfolio by value. ### Claim 3 (depends on 1) The method of claim 1, wherein at least one of the retrieving steps includes retrieving ESG scores from multiple sources. ### Claim 4 (depends on 1) The method of claim 1, wherein the raw ESG scores include sets of sub-scores based on multiple issues. ### Claim 5 (depends on 4) The method of claim 4, further comprising receiving an issue preference from the user. ### Claim 6 (depends on 5) The method of claim 5, further comprising filtering the raw ESG scores to reflect only the sub-scores associated with the issue preference received from the user. ### Claim 7 (depends on 5) The method of claim 5, wherein the impact field applies a graphical template reflective of the issue preference. ### Claim 8 (depends on 1) The method of claim 1, wherein the gradient variable is selected from the group consisting of: intensity of a colour, position on a spectrum between two or more colours, number of a positive icon or graphic, number of a negative icon or graphic, and relative balance between positive icons or graphics and negative icons or graphics. ### Claim 9 (depends on 1) The method of claim 1, wherein the gradient variable is the visible health of an organism. ### Claim 10 (depends on 1) The method of claim 1, further comprising outputting the impact field to a different device than the recommendation. ### Claim 11 (depends on 1) The method of claim 1, further comprising outputting the scores to a different device than the impact field. ### Claim 12 (depends on 1) The method of claim 1, wherein the impact field is interactive and wherein interacting with the field generates messages pertaining to the assets, the portfolio, the ESG scores, or the recommendation. ### Claim 13 (depends on 1) The method of claim 1, further comprising storing a history of instructions and configurations and forming a persona of the holder based on the history of instructions and configurations. ### Claim 14 (depends on 13) The method of claim 13, further comprising outputting a message or a modification of the impact field based on the persona. ### Claim 15 (depends on 14) The method of claim 14, wherein the message is a recommendation based on past likes or patterns of instructions and configurations. ### Claim 16 (depends on 1) The method of claim 1, further comprising segmenting the portfolio by sector, region, currency, asset type or asset class. ### Claim 17 (depends on 1) The method of claim 1, wherein making the recommendation is performed by applying an unsupervised machine learning model. ### Claim 18 (depends on 17) The method of claim 17, wherein the recommendation is for a fund representing multiple companies. ### Claim 19 A system for dynamically visualizing an impact field based on weighted environmental, social, and governance (ESG) metrics, comprising a terminal communicative with at least one server, the terminal and the at least one server collective configured to perform a method comprising: obtaining a portfolio including a plurality of assets according to a first configuration, each asset having an associated quantum variable; retrieving for each of the assets a raw ESG score; determining a weighted ESG score for each asset by multiplying the raw ESG score by the quantum variable; forming a first composite ESG score by summing the weighted ESG scores for the assets in the first configuration of the portfolio; visually representing the first configuration of the portfolio by rendering and displaying an impact field having a gradient variable reflective of the first composite ESG score; making a recommendation for at least one asset in the first configuration; receiving an instruction to reduce or increase the quantum variable of at least one asset, or to drop or add an asset, to form a second configuration of the portfolio; retrieving for any new asset a raw ESG score; determining a weighted ESG score for any new or modified asset by multiplying the raw ESG score by the quantum variable of the new or modified asset; forming a second composite ESG score by summing the weighted ESG scores for the assets in the second configuration of the portfolio; and visually representing the second configuration of the portfolio by modifying the appearance of the impact field through adjustment of the gradient so as to reflect the second composite ESG score. ### Claim 20 A non-transitory computer readable medium having stored thereon computer program code that is executable by a processor and that, when executed by the processor, causes the processor to perform a method of dynamically visualizing an impact field based on weighted environmental, social, and governance (ESG) metrics, comprising: obtaining a portfolio including a plurality of assets according to a first configuration, each asset having an associated quantum variable; retrieving for each of the assets a raw ESG score; determining a weighted ESG score for each asset by multiplying the raw ESG score by the quantum variable; forming a first composite ESG score by summing the weighted ESG scores for the assets in the first configuration of the portfolio; visually representing the first configuration of the portfolio by rendering and displaying an impact field having a gradient variable reflective of the first composite ESG score; making a recommendation for at least one asset in the first configuration; receiving an instruction to reduce or increase the quantum variable of at least one asset, or to drop or add an asset, to form a second configuration of the portfolio; retrieving for any new asset a raw ESG score; determining a weighted ESG score for any new or modified asset by multiplying the raw ESG score by the quantum variable of the new or modified asset; forming a second composite ESG score by summing the weighted ESG scores for the assets in the second configuration of the portfolio; and visually representing the second configuration of the portfolio by modifying the appearance of the impact field through adjustment of the gradient so as to reflect the second composite ESG score.