.png)
Key takeaways
As we head into the summer holidays, our team is happy to share another round of exciting new features and updates we've been working on behind the scenes! So far, we released a new portfolio summary dashboard, screening enhancements for the ESG Module and the Sustainable Investments Module, and a new export update for the Temperature Score Module!
See the updates in action below:
New Dashboard on the Platform
- Portfolio Summary Dashboard: Get a comprehensive overview of your portfolio in a single snapshot. Easily explore key portfolio metrics, breakdowns, and composition to quickly assess exposure and performance across all modules.
ESG Module
- Norms-Based Screening:
- We’ve enhanced the ESG module with a dedicated Norms-based Screening view, enabling you to quickly assess portfolio companies based on their involvement in impact incidents aligned with global standards.
- Identify companies involved in impact incidents.
- View severity levels from No violation to Severe.
- Explore detailed company-level data across categories.
- Understand the definitions behind each rating.
- We’ve enhanced the ESG module with a dedicated Norms-based Screening view, enabling you to quickly assess portfolio companies based on their involvement in impact incidents aligned with global standards.
Sustainable Investments Module
- Positive Contribution via Taxonomy Data:
- We’ve enhanced how Positive Contribution is assessed in the Sustainable Investments Module. You can now:
- See which companies are aligned with EU Taxonomy criteria.
- View contribution based on Turnover Alignment thresholds..
- Confirm sustainability classification through taxonomy-aligned revenue.
- Compare alignment across industry peers using publicly available and reported data sources.
- We’ve enhanced how Positive Contribution is assessed in the Sustainable Investments Module. You can now:
-1.png)
Temperature Score Module
- New Export Feature:
- Exports just got better! In one click, export your entire portfolio temperature score into a CSV including each asset. You can now include enriched insights when exporting portfolio-level temperature alignment data — making reporting smoother and more comprehensive.
Do you want to learn more?
- Looking for webinars to keep you on top of the latest regulatory rules, timelines and updates? Head to our webinars to watch the latest.
- Want a personalized demo of newest modules , the Periodic Report and SDG module? Our team would be happy to run you through a session. Click here to book a meeting.
Written by:
Share this post:
