The following demo is to be used for marketing purposes only.
- Tell us which fund(s) you participate in. If you are not publicly traded, apply this step for your largest customer(s).
- We summarize the nature of the fund(s). Examples include Integration Funds, “ESG-Focused” Funds, open-end funds and closed-end funds. You can find details about the fund's ESG strategy in the prospectus.
- We identify ESG factors.
- We identify the sources of GHG emissions data you will use.
- We are ready to create your data report. Your data report will be integrated with your process maps to create a preliminary report.
- We work with you to ensure your ESG strategy aligns with the ESG strategies for all the funds of which you belong.