Reporting and compliance
All of the content and activities in the ESG monitor should be easily accessible for the daily operations and possibly also for selected third parties. For those with access to the system itself, all is continuously updated on the different dashboards but for management convenience there are also ample system support for rapid compilations of standard reports of various kinds.
In the standards setting of the ESG monitor, a number of reports are pre-configured for ease of use, such as:
- Watch Weekly
- Engagement Weekly
- ESG Weekly
- Company profile reports
All of these reports can be scheduled for the relevant channels and consumers.
Watch Weekly
The Watch Weekly report is an overview report on current open watch logs. The purpose is to get a rapid insight into potential ESG related opportunities or threats that ought to be addressed in the immediate future.
Engagement Weekly
The Engagement Weekly report is an overview report on the past week’s frequency and focus on ESG related activities/engagements in the company. The purpose is for management to follow the ESG development and ongoing compliance focus throughout the organization. For more detailed analysis, further information is always updated on the Management Summary dashboard.
ESG Weekly
The ESG Weekly report is the ESG researchers’ general overview report on ESG related matters the past week. It begins with links to, and general comments about, the Watch Weekly and Engagement Weekly reports. It presents any new Company ESG Profiles (see below) that has been added the past week and concludes with a section labelled ESG highlights and recommended readings covering key general news from, or about, the current investment universe, its companies and/or regulators/legislators.
For company management, constantly on the run and lacking time, this is an “all you need report” to keep on top of the organization’s ESG work and compliance.
ESG Company profile reports
The company profile is a report that collects the most recent and up to date components of the Company Profiling dashboard for one specific company. The use of this report is typically intended for portfolio managers wishing to assess particular companies ESG compliance more in depth, possibly as part of a buy/hold/sell decision or as a basis for a dialogue with a given company management team. Provided that the profiling is already in place, the work to publish the report itself is a matter of minutes for the ESG researcher.
