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Introducing: Planetly by OneTrust’s ESG Portfolio Manager

The performance of environmental, social, and governance (ESG) related indicators of companies has become a major challenge within the private equity industry in the past years.

With regulations and reporting frameworks evolving faster than ever, ESG reporting is no longer a nice-to-have. More and more European and UK companies and big financial market participants are required to comply with regulations such as the EU Taxonomy, the Sustainable Finance Disclosure Regulation (SFDR), and the Taskforce for Climate-Related Financial Disclosures (TCFD).

Moreover, with the increasing number of Limited Partners demanding ESG data in their due diligence, investors need more ESG visibility and reporting for full transparency across their own portfolio.

We have recognised these market dynamics and are thrilled to now offer investors and their portfolio companies the answer to all their ESG management needs: Planetly by OneTrust’s ESG Portfolio Manager. Our all-in-one platform is designed to enable financial investors to implement ESG management for their investment portfolio and to facilitate the processes around ESG reporting.


Why Should you use the ESG Portfolio Manager?

Even though ESG reporting is not yet mandatory globally, the number of companies disclosing this information (voluntarily or due to regulation) is constantly increasing. More and more businesses recognise the importance of building a sustainability strategy and understand that reporting ESG-related data can hold numerous benefits for their company. In our ESG Reporting 101 you can read more about it.

So what can our ESG Portfolio Manager do for you?

First of all, it enables you to manage your ESG portfolio and reporting in line with the latest regulatory requirements (e.g. SFDR), international industry standards such as SASB, TCFD, GRI, as well as custom KPIs.

Next to that, our ESG Portfolio Manager provides you with comprehensive ESG reporting processes with integrated collaboration features and workflows to simplify the data collection for your portfolio companies.

And thirdly, you can enable your portfolio companies to improve their ESG performance and provide them with a workflow and ESG guidance for their reporting.

How does the ESG Portfolio Manager work?

The ESG Portfolio Manager provides companies with a highly flexible process to streamline their entire ESG reporting and management.

  1. Adapt the software to your needs
    Set up the software to your company’s fund structure and assign portfolio companies to your created funds. Choose from one of the existing ESG reporting frameworks or include custom indicators.
  2. Create and send out reporting requests to your portfolio
    Trigger ESG reporting aligned to international standards or regulatory requirements with one single click and track the reporting status on a fund and portfolio company level. Provide your portfolio company with crucial guidance for efficient ESG data collection.
  3. Manage your ESG performance
    Easily track your ESG performance on a fund and portfolio company level in an interactive dashboard and generate and share insightful ESG reports.

Would you like to gain insights into your portfolio’s ESG performance? Reach out to us to get access to Planetly’s ESG Portfolio Manager and lead your business into a sustainable future.

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