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ESG & Diversity Data Collection

Collect and analyze the ESG and Diversity data you need to manage. Track at the portfolio, manager and fund level how well your mandates and targets are being met.

Monitor ESG risk exposure

By ensuring your investments promote the environmental and social impacts your investors and you are looking for

Unlock efficiency in your process

Improve collaboration within your team and leverage leading best practice templates

Scale ESG and Diversity data collection

Speed up time to completion by eliminating redundancies, back and forth emails and collect the data you need

Automate manual workflows, improve collaboration, and customize to your needs

  • Create ESG and DEI standalone questionnaires, choose questions from a question bank, import your own questionnaires or use best practice templates
  • Automate scoring and spend more time analyzing portfolio ESG and DEI insights
  • Improve your current processes with fully customizable workflows to match your processes
  • Assign sections or questions to specific team members or internal groups and leverage a full audit trail
Automate manual workflows, improve collaboration, and customize to your needs

Enable deep analytics and reporting

  • Fully customizable dashboards to give you the granularity and insights you need
  • Track ESG and DEI risks at the level you need - from the portfolio down to the fund level
  • Fully customizable ESG and DEI report creation in multiple formats
Enable deep analytics and reporting

Access our library of ESG and DEI questionnaire templates

  • PRI
  • AIMA
  • ILPA
Access our library of ESG and DEI questionnaire templates

Ready to get started?

Resources

WHITEPAPER - Automation: How to Scale Due Diligence and Reduce Risk

This whitepaper analyzes how workflow automation bypasses the traditional requirements of legacy on-site due diligence initiatives and empowers enterprise business efficiency.

Thought Leadership

Read more

More resources