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Due Diligence Process for Impact Reporting

Feature

Our Approach

Due Diligence Is Evolving​

As more investors are turning to custom portfolios that blend impact and ESG investing, it becomes even more critical to find the right custodian. To help you with this decision-making process, we have identified three key considerations:

How do your existing implementation partners or companies support sustainable investing strategies?


Is there a way to approach due diligence holistically across multiple asset classes or types of interventions?


Creating valuable Due Diligence Processes

Checkboxes or Insights?

A process to support the review of impact reports. Due diligence is a process that is usually performed by funders or investors. It should be applied to custom portfolios and may include:

DD Completed upon onboarding
Environment Considerations
Social Considerations
Governance Considerations

Smart Due Diligence

We have helped clients with over 10,000 end users literally design and run their Due Diligence process.

A process to support the review of impact reports. Due diligence is a process that is usually performed by funders or investors. It should be applied to custom portfolios and may include:

Features

Impact is subtle, we’ll help you listen closer. How will your company portray? WIll you lead in compliance and do your investors understand what motivates your company?

  • Automated Pack Approval Alerts
  • Scorecard Data Capturing and Dashboards
  • Custom Indicators
  • Smart Alerts (reminders for expiry)