ESG Fund Manager Reporting Solutions 

Beyond compliance, our intelligent platform guides you on a journey to enhance your ESG performance and stand out to institutional investors. 

  • Track your funds’ ESG performance and data disclosures
  • Standard and efficient methodology
  • Comply with regulatory requirements
  • Meet investor expectations
  • Conduct thorough portfolio analysis
  • Suitable for fund managers and investors 

Access Portfolio QuickScan

Easily evaluate how effectively ESG principles are integrated into a fund’s investment and governance processes.  

Capture essential data points to be compliant with all key ESG regulations, frameworks, and standards, including Sustainable Finance Disclosure Regulation and ESG Data Convergence Initiative. 


Service features 

ESG KPI monitoring and reporting at both fund and fund manager levels, including disclosure at the portfolio company level, with automated aggregation capabilities. 

Data is assessed by an objective, rules-based scoring system, as defined by global ESG standards and regulations. In-house experts verify the data. 

Access to interactive dashboards that feature progress and proprietary industry benchmarks, with the added capability to download reports. 

Identification of key gaps and suggested improvement actions, to enhance ESG performance, operational efficiency, and investment decisions. 

Interested in our offerings?

Get in touch with our team of experts today.