Redefining ESG Reporting: Faster, Smarter Asset Management Solutions
Introducing a new data hub for our Asset Management client, we made it as easy as three clicks to access the reports they needed, saving them months of effort, and facilitated impact analysis and fact-based decisions critical for Investment funds.
Challenge
Our client, a European asset management group operating in over 10 countries, faced significant challenges in enhancing its sustainability reporting process.
The group needed to optimize resource utilization and maintain information reliability while managing a complex network that includes dozens of management companies, around 150 funds, and over 500 portfolio companies.
These entities are assessed against more than 50 sustainability metrics, critical for ensuring transparency, reducing regulatory risks, and demonstrating progress towards ESG goals.
Streamlining this expansive and intricate process was crucial as it not only supported commitment to ESG principles but also showcased the monitoring of investment strategies and portfolio performance.
Solution
Pivot&Co developed a comprehensive AI-driven data hub to enhance our client’s sustainability reporting processes to near real-time. This solution features three key components:
ESG Octopus® - This tool streamlines the data collection from a variety of sources including SharePoint, Excel, SQL databases, and documents, centralizing and updating the sustainability data in near real-time.
ESG Campaign Monitoring - Utilizing AI algorithms, this feature detects and corrects errors in ESG data collection as they occur, ensuring data accuracy and reliability.
ESG Navigator® - Designed to simplify the user experience, this tool allows ESG and asset management teams to add, remove and update indicators, companies and funds, and generate customized sustainability reports through an intuitive interface that requires only three clicks.
Together, these tools not only improve the efficiency and effectiveness of data management but also advance the timeliness of reporting, with reports now delivered four months earlier than in previous years.
Image: ESG Octopus ®
Results
Thanks to Pivot & Co’s data hub, the group’s 2022 sustainability reporting campaign proceeded much quicker than anticipated and resulted in high-quality reporting
1
Delivering
single source of truth
50%
with more than
time saved compared to traditional method
250
With
daily requests made during reporting period
100%
resulting in
of external audits successfully passed
