Can we pull off reports from the Portfolio Dashboard?

Your subscription to the Portfolio Manager Dashboard includes access to downloadable sustainability reports for portfolios and individual organisations, providing instant and invaluable ESG insights to investors and the financial markets in a way they can measure and value.


Your cross-portfolio report can be accessed via the Dashboard homepage. The report shows the aggregated ESG data across all of the portfolios on your Dashboard. It can be used to assess the overall sustainability impact of your investments, including the aggregated scores across your portfolios, as well as summaries of individual portfolios.

Downloadable reports for individual portfolios and organisations can be accessed within each portfolio and organisation page.