How do we access the Portfolio Report?

Your cross-portfolio report can be accessed via the 'Portfolio 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.