Smart Innovators: ESG Reporting And Data Management Software For Investors

Access this research

Access all ESG & Sustainability Reporting Software content with a strategic subscription or buy this single report

Need help or have a question about this report? Contact us for assistance


Executive Summary

A growing number of investors are turning to ESG reporting and data management software because of increasing stakeholder and regulatory pressure, heightened public scrutiny of ESG claims, and concerns over data accuracy and reliability. Against this backdrop, this report provides buyers of investor-focused ESG reporting and data management software with a high-level benchmark of the capabilities of 23 software solutions. Investors across a range of different asset classes should use this report to compare the relative capabilities of vendors in 10 key functionality areas to inform their software purchasing decisions for 2024.
Investor demand for ESG reporting and data management software is increasing
Developments in the sustainable finance landscape
Investor-specific functionality emerges as a distinct software category
Evaluated firms and selection criteria
Vendors from a range of backgrounds target the investor reporting market
Core capabilities essential for ESG reporting software providers
Vendors differentiate their offerings through innovative functionality
Figure 1. The ESG investment life cycle 
Figure 2. Definitions and disclosure obligations under SFDR Articles 6, 8 and 9: product classifications 
Figure 3. Selection process for identifying smart innovators
Figure 4. ESG reporting and data management capabilities and definitions
Figure 5. ESG reporting and data management software capabilities assessment
Figure 6. Product innovations in the market

About the Authors

Lily Turnbull

Lily Turnbull

Senior Analyst

Lily is a Senior Analyst in the Verdantix ESG & Sustainability practice. Her current research agenda focuses on ESG and sustainability services, ESG assurance, and sustain…

View Profile
Luke Gowland

Luke Gowland

Senior Analyst

Luke is a Senior Analyst in the Verdantix ESG & Sustainability practice. His current research agenda focuses on the ESG reporting and data management landscape, as well as…

View Profile
Kim Knickle

Kim Knickle

Research Director, ESG & Sustainability

Kimberly Knickle is Research Director of the ESG & Sustainability practice at Verdantix. Her research areas encompass ESG regulations and reporting, ESG risk, supply chain…

View Profile