Increasingly businesses are recognizing the importance of building data-driven ESG strategies, and investment companies are looking at sustainability metrics in the same way that they assess financial success. To support this change in the investment market Planetly by OneTrust have launched ESG Investor Portfolio Management. This technology is designed to enable financial investors to implement ESG management across their investment portfolio companies and to facilitate the processes around understanding, analyzing, reporting, and driving change of the ESG practices within their portfolio.

Register for the webinar: ESG Portfolio Management for Investors: How Private Equity Can Access and Manage ESG Data on March 10 at 11:00 AM CET and 11:00 AM ET

Sustainability is shaping the future

ESG initiatives and their performance are increasingly capturing stakeholder attention, particularly investors, this is partly due to industry growth and the number of regulations and frameworks being introduced. In a recent Blackrock sustainability survey, 54% of global respondents consider sustainable investing to be fundamental to investment processes and outcomes.

This global change in dynamic means that accurate ESG reporting is vital, not only in terms of company performance, but most significantly to help support data-driven climate action and build a sustainable future.

Designed to support financial investors as they implement ESG management for their investment portfolios and to streamline ESG reporting, Planetly by OneTrust’s ESG Investor Portfolio Management will provide much needed insight into ESG performance and sustainability initiatives, and drive more strategic portfolio management.

Register for the webinar: ESG Portfolio Management for Investors: How Private Equity Can Access and Manage ESG Data on March 10 at 11:00 AM CET and 11:00 AM ET

Streamline Portfolio Management with planetly by OneTrust

The new ESG Portfolio Management technology allows organizations to produce audit-ready financed emissions calculations and ESG program management reports. With this valuable insight into performance of ESG and sustainability initiatives, investors can make informed decisions about further investment, new portfolio companies, and overall portfolio strategy. The functionality includes:

• Alignment with Regulatory Requirements: Ensure your portfolio management and reporting are in line with the latest regulatory requirements, like SFDR, international industry standards, such as SASB, TCFD, or GRI, or custom KPIs.
• Comprehensive ESG Reporting: Build and share comprehensive ESG reports by leveraging integrated collaboration features and workflows to simplify the data collection for portfolio companies.
• Carbon Emissions Calculations: Calculate and manage carbon emissions on a company and investment portfolio level, streamlined with interactive carbon portfolio dashboards and target-setting options.

Register for the webinar: ESG Portfolio Management for Investors: How Private Equity Can Access and Manage ESG Data on March 10 at 11:00 AM CET and 11:00 AM ET

With Planetly by OneTrust’s Portfolio Management your organization can simplify the data collection and reporting processes around ESG initiatives, and support more strategic portfolio decisions.

To learn more, register for the webinar ESG Portfolio Management for Investors: All You Need to Know. For information or to request a demo, visit Planetly by OneTrust.  

Resources:

• See the tool: ESG Investor Portfolio Management
• Read the blog: ESG Reporting 101
• Download the guide: Investing in ESG: The Guide to ESG Investing & Why it Matters