ESG Portfolio Manager

ESG Portfolio Management for Investors

Planetly’s ESG Portfolio Manager enables financial investors to implement fully compliant ESG reporting and management for their investment portfolio.

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benefits

Planetly Makes Managing
Your ESG Portfolio Simple

Centralise Your Assets

Introduce Centralised
ESG Management to
Your Business Portfolio

With Planetly’s ESG Portfolio Manager, you gain insights into
your portfolio’s ESG performance. Align your ESG activities with international ESG frameworks (e.g. GRI), regulatory requirements (SFDR, EU Taxonomy, TCFD), or custom KPIs.

Define Reporting Processes

Set up ESG Reporting Processes and Define Data Collection Practices

Set up holistic ESG data monitoring and generate insights on your investment portfolio’s ESG performance with Planetly’s interactive dashboard.

Analyse Detailed Carbon Statistics

Leverage Detailed Carbon Analyses on a Company
and Portfolio Level

Set up holistic carbon management and determine emission drivers in your investment portfolio in an interactive dashboard. Define and assign science-based targets on a portfolio level and monitor the carbon reduction progress.

FEATURES

One Platform for all Your
ESG Management Needs

ESG Data Collection at Scale

Benefit from a lean ESG data collection and clear guidance for ESG reporting.

Fully Compliant Solution

Align your ESG practices to the latest regulations or global ESG standards.

Customisable Software Set-up

Build your own reporting framework
or include custom indicators.

Detailed Analyses and Insights

Track your ESG performance on a fund and portfolio company level in
an interactive dashboard.

Empower Your Portfolio

Enable portfolio companies to
introduce ESG management
practices on a company level.

Powerful Carbon Management

Sophisticated solution to calculate and manage the corporate carbon footprint of any organisation.

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“With the help of Planetly, we brought transparency into the
ESG performance of our portfolio. And it was much easier
than I expected!”

Oliver Hölle, Managing Partner

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