Activities

The following demo is to be used for marketing purposes only.

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STEPS FOR THE DATA PORTION OF YOUR ENGAGEMENT

  1. Tell us which fund(s) you participate in. If you are not publicly traded, apply this step for your largest customer(s).
  2. We summarize the nature of the fund(s). Examples include Integration Funds, “ESG-Focused” Funds, open-end funds and closed-end funds. You can find details about the fund's ESG strategy in the prospectus.
  3. We identify ESG factors.
  4. We identify the sources of GHG emissions data you will use.
  5. We are ready to create your data report. Your data report will be integrated with your process maps to create a preliminary report.
  6. We work with you to ensure your ESG strategy aligns with the ESG strategies for all the funds of which you belong.