Asset Manager Portfolio Reporting with Impact Cubed
TO CLIENTS
Demonstrate the sustainability and impact of your investments with third party verified data
REGULATORY & PUBLIC
Prepare to meet regulatory sustainability reporting requirements; good citizenship via voluntary public disclosure
BRAND & POSITIONING
Build your brand as a sustainable investor by communicating your impact with simple, intuitive metrics
Include a complete set of impact metrics across environmental, social, governance, and SDG aligned products & services in your regular fund reports
DATA & GRAPHS ready to integrate
Lift individual graphs, tables and datapoints to integrate into your own reporting
READY-MADE REPORTS
Use our own ready-made, intelligent format for fuss-free, holistic impact and sustainability reporting, including UN SDG alignment
CUSTOM DATA & REPORTING
Ask us to custom-fit our model and data to your specific needs
- drill down into specific issues ex. more detail on revenue streams from environmental and social good
- custom weightings applied to indicators in the model relevant to your fund’s focus
- add or remove impact measures
Impact-Cubed links your portfolio’s sustainability and impact to the UN Sustainable Development Goals to help you with SDG-specific goal setting and reporting across:
governance, environmental externalities, social impact, and products & services SDG alignment
PROGRESS REPORTING
Your fund’s impact over time and against targets
Plot multiple data series of impact metrics to:
- show reduction in CO2 intensity and other environmental externalities
- illustrate progress across different impact measures
- plot current progres against metric-speciifc targets
COMPLEMENT IN-HOUSE IMPACT AND SUSTAINABILITY REPORTING with a third party data-based assessment
As an asset manager you dedicate a lot of effort to providing meaningful insights into the sustainability and impact characteristics of your portfolio. Perhaps you buy external research provider ratings alongside this.
These insights and ratings are often wholly or in part qualitative in nature and require a large time investment. Data availability and resource constraints limit the viability of applying this approach to an entire investment universe.
Impact-Cubed helps asset managers overcome this by providing datadriven impact metrics for all public assets which you can use to complement your own in-depth reporting as third-party data based verification, and free up your analysts’ time for in-depth analysis.
HELP YOUR ASSET OWNER CLIENTS understand and measure the impact of their total portfolio and your part in it
Answer ad-hoc client queries on common impact reporting metrics such as carbon intensity, waste, water, tax gap, executive pay and more.
Help your clients understand how you stand out among their managers thanks to your impact characteristics.
Contribue to your asset owner client’s total portfolio reporting:
the Impact-Cubed model can be used to aggregate portfolios so you can help your clients build a holistic view of their investments by reporting with Impact-Cubed.
