Sector
ESG & Sustainability
Environmental, social, and governance frameworks, sustainable investing, ESG data, and regulatory reporting.
8 articles
How to Build an ESG Controversy Screening Workflow for Asset Managers
Define materiality thresholds, connect several data providers, and route holdings through tiered screening zones to a documented decision.
How to Implement a Green Bond Proceeds Tracking System
Define eligible project categories under the Green Bond Principles, give each issuance its own ledger accounts, and report impact KPIs quarterly.
What Is a Net Zero Transition Plan? (Data and Model Requirements)
A net zero transition plan sets reduction pathways, interim milestones, capital requirements, and the data infrastructure needed to report against them.
How to Automate EU Taxonomy Alignment Checks for Investment Portfolios
Screen holdings against technical screening criteria, DNSH thresholds, and minimum social safeguards across all six environmental objectives.
Comparing Scope 1, 2, and 3 Carbon Accounting for Financial Firms
Financial institutions measure greenhouse gas emissions across three scopes under the GHG Protocol, each with its own methodology and data sources.
7 ESG Data Providers and Their Coverage Differences
ESG providers use different methodologies, sources, and scoring systems, which creates coverage gaps and rating discrepancies between them.
What Is SFDR (Sustainable Finance Disclosure Regulation) Reporting?
SFDR requires EU financial market participants to disclose how sustainability risks factor into investment decisions and how products consider impacts.
How to Build an ESG Data Aggregation Workflow from Portfolio Companies
Standardize collection templates, validation rules, and normalization so ESG data from many portfolio companies arrives comparable, not just complete.