ESG (Environmental, Social, & Governance) Investing - Implementation Toolkit (Excel XLSX)

DESCRIPTION

This product (ESG [Environmental, Social, & Governance] Investing - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

How does your organization integrate ESG (Environmental, Social, & Governance) into the investment process?
What specific social return goals does your organization hope to achieve through impact investing?
Which ways does your organization evaluate ESG performance?
How do you integrate ESG factors into your investment approach?

... Answer these questions and more with this ESG Investing Toolkit:

•  Incorporate ESG matters into your risk management framework and investment process.
•  Actually integrate ESG considerations into your investment decision making process.
•  Align your portfolio to an ESG investment strategy.
•  Integrate ESG factors into your investment approach.
•  Take ESG issues into consideration in your investment analysis/decisions.
•  Integrate ESG into your investment processes.
•  Assess your external portfolio managers on ESG integration.
•  Contribute to portfolio companies management of ESG related risks and opportunities.
•  Assess a portfolio organizations ability to balance the use of customer personal data for revenue opportunities with legal risks and maintaining customer trust.

The ESG (Environmental, Social, & Governance) Investing Implementation Toolkit includes a set of best practice templates, step-by-step workplans, and maturity diagnostics for any ESG related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the ESG Investing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ESG Investing improvements can be made.

The Self-Assessment Excel Dashboard; with the ESG Investing Self-Assessment and Scorecard you will develop a clear picture of which ESG Investing areas need attention, which requirements you should focus on and who will be responsible for them:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough ESG Investing Self-Assessment
•  Is secure: Ensures offline data protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ESG Investing projects with the 62 implementation resources. There are 62 step-by-step ESG Investing Project Management Form Templates covering over 1500 ESG Investing project requirements and success criteria.

Source: Best Practices in ESG Excel: ESG (Environmental, Social, & Governance) Investing - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk