ExplanationCompliance and Reporting
Understand the portfolio overview
The dashboard view summarising a portfolio's performance across all ESG dimensions.
The portfolio overview is the dashboard you land on when you open a portfolio. It aggregates the headline ESG, climate, and taxonomy metrics into a single view, and is the usual entry point into more detailed analytics.
What it shows
- SDG alignment summary: the three UN Sustainable Development Goals your portfolio is most aligned with, and the three it's most misaligned with, each shown as a percentage.
- Temperature score with trend: your portfolio's current quarterly temperature plotted on a 0°C to 3°C scale, next to your target temperature.
- Science Based Targets coverage: the share of portfolio companies with science-based targets on a mid-term timeframe, and their weighting in the portfolio.
- EU Taxonomy alignment percentages: the split between eligible and aligned, eligible but not aligned, and non-eligible activity, broken down by enabling, transitional, and yearly averages, plus overall data coverage.
- ESG overview: three tabs covering different views of controversy and
conduct risk:
- Business involvements: exposure, by company count and % of AUM, to controversial activities such as fossil fuels, nuclear weapons, defence, or animal testing.
- UNGC signatories: the portfolio companies that are signatories to the UN Global Compact, with their ESG score and portfolio weight.
- Norm based screening: companies grouped by severity level of controversy incidents (no violation, low, medium, high, severe, or no data), based on impact and the company's management response.
Drilling in
Each widget links into the matching feature page:
- SDG card → Sustainable Development Goals (help page coming soon)
- Temperature widget → Temperature score
- Taxonomy widget → EU Taxonomy alignment
- ESG involvement → ESG analysis (help page coming soon)
Common questions
- TODO: How do I export the dashboard for a client presentation?
- TODO: How often is the data refreshed?
- TODO: Why does a metric show "—" or "no data"?