Smart Innovators: ESG Reporting And Data Management Software For Investors
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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.
Table of contents
Investor demand for ESG reporting and data management software is increasingDevelopments 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
Table of figures
Figure 1. The ESG investment life cycleFigure 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
Organisations mentioned
Active Super, Apex Group, Apiday, Atominvest, Australian Securities and Investments Commission (ASIC), CDP, Celsia, Clarity AI, Cority, Dasseti, DWS, Dynamo Software, ESG Book, ESG Data Convergence Initiative (EDCI), European Financial Reporting Advisory Group (EFRAG), Global Reporting Initiative (GRI), Greenomy, Hamilton Lane, impak Analytics, Integrum ESG, Japan Financial Services Agency (FSA), Mercatus, NASDAQ, Novata, Novisto, Position Green, PRI, Pulsora, Reporting21, S&P Global, Seneca ESG, Sphera, Sustain.Life, Sweep, Task Force on Climate-related Financial Disclosures (TCFD), UN, US Securities and Exchange Commission (SEC), WorldfavorAbout the authors
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