Future State Blueprint: Multi‐Custodian ESG Orchestration - shanejayhayes/jarvis GitHub Wiki

This blueprint demonstrates how asset managers can achieve real-time ESG compliance, transparency, and engagement while aggregating data from multiple custodians — powered by Salesforce FSC + AI + event-driven integration.

💥 Challenge

ESG data is fragmented across custodians, fund providers, and rating agencies.
Current ESG reporting is slow and reactive, leaving advisors without real-time insight.
Regulatory pressures (MiFID II, SEC ESG Rules) require audit-ready transparency.

✅ Jarvis Future-State Solution

Event-Driven Data Orchestration → custodians push ESG updates via Pub/Sub
AI-Enhanced ESG Scoring → combines ratings with predictive ESG risk modeling
Salesforce FSC as ESG Control Tower → unified data model + advisor engagement
Blockchain-Backed ESG Audit Trail → ensures tamper-proof regulatory compliance

🏗️ Architecture

flowchart TD
    A["Custodians (Schwab, Pershing, Fidelity)"] -->|Event Streams| B["Integration Layer - Pub/Sub + Mulesoft"]
    B --> C["ESG Data Normalization & AI Scoring Engine"]
    C --> D["Salesforce FSC ESG Data Model"]
    D --> E["Advisor 360 - Real-Time ESG Insights"]
    D --> F["Tableau CRM - ESG KPI Dashboards"]
    D --> G["Blockchain ESG Ledger - Audit Proof Compliance"]
    E --> H["Wholesaler Engagement - AI Recommendations"]

🧠 Key Innovations

🌱 AI-Powered ESG Scoring → predictive risk & sustainability metrics
🔗 Blockchain Compliance → ESG data is immutable, verifiable, and regulator-ready
⚡ Event-Driven Custodian Feeds → eliminates batch processing delays

📈 Business Impact

✅ Real-time ESG transparency → advisors make informed decisions instantly
✅ Compliance baked into the architecture → no more manual reconciliations
✅ ESG adoption accelerated → investors trust the data and advisors lead with it

🏢 Who’s Moving in This Direction?

State Street → investing in ESG data integration and real-time analytics
Federated Hermes → ESG deeply embedded in investment and distribution processes
Franklin Templeton → blockchain-based ESG pilots for reporting transparency