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:
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.