Musk, Gates, Arnault & Buffett.

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    A true insight into your client’s wealth impact.

    Our portfolio report delivers a comprehensive analysis of your client’s portfolio’s ESG impact, evaluated across four themes: climate, nature, equality, and community. Our team measures each theme’s performance against the benchmark using theme-specific metrics, providing a snapshot of the portfolio’s ESG impact across various areas.


    Under the climate theme, the report covers metrics related to climate change, such as carbon pollution from company operations and the positive revenue generated from products and services that contribute to solving climate change.


    The nature theme covers metrics related to environmental conservation, including water and waste efficiency, and nature positive revenue.


    The equality theme measures the portfolio’s performance related to equal status for people in the workplace, including gender equality in top management and executive pay.


    The community theme measures the portfolio’s performance related to community development, including economic development and employment.

    See for yourself

    Download a sample portfolio report to see our data in action.