ESG and Impact Investing Diligence

Consistent ESG reporting is hard to implement in a multi-asset portfolio. There is no clear standard adopted by the industry.

DiligenceVault provides a digital solution that can build a flexible ESG assessment framework.

DIGITAL FIRSTStreamline Your ESG Research

DigitalDiligence is a powerful, yet flexible module that helps you build a consistent framework across your ESG research and monitoring requirements.

  • Leverage PRI, InvestEurope digital questionnaires as well as AIMA’s responsible investing and ILPA’s DEI framework.
  • Build transparency directly from your external managers and portfolio companies.
COLLABORATION LAYERDelight In Collaboration and Flexibility

Establish a collaborative process to ingest the right set of information from your direct portfolio company investments as well as public and private markets asset managers.

  • Build an institutional review and analysis framework for ESG diligence
  • Maintain flexibility in adapting the framework as industry standards converge
Investor DDQ Management
TRANSPARENCY & DATA ANALYTICSBuild an analytics layer to drive impact

Create a modern, and user-friendly experience for all stakeholders

  • Easily analyze diligence frameworks and benchmark various manager characteristics
  • Create heatmaps and provide feedback to the managers on their strengths and weaknesses
  • Build dashboards for senior management to evaluate impact potential across the investment portfolio

Want to see how it could work for you?