ESG AND DIVERSITY

Understand your portfolio's ESG and diversity metrics

Get the answers you're looking for, faster. Ask any question and present the data in a custom analytics dashboard.

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ESG AND DIVERSITY METRICS

Clarity and comparability

Map questions to funds or managers to understand how your portfolio meets ESG and DEI targets. Slice and dice the data for benchmarking and comparisons.

Why choose Diligend for gathering ESG and diversity data?

Digitized Questionnaire Engine

Use industry best practice templates or create standalone ESG and DEI questionnaires that meet your exact specifications.

Fund and Manager Data Tracking

Set up pre-defined flags and alerts to track ESG or DEI risks within funds or managers.

Workflow and Collaboration

Allocate tasks, track activities and progress. Fully customizable to match your own processes. Assured with a full audit trail.

Review and Risk Management

Review only the data you want and need to see in the flexible review module.

Automated Scoring and Comparison

Understand your portfolio at a glance, with automated scoring and comparison.

Analytics and Reporting

Give stakeholders what they need, fast with automated ESG and DEI report creation in any format. Linked directly to your CRM or database.

User Friendly Manager Portal

Empower managers with an intuitive portal. Managers can pre-fill from previous answers or drag and drop where required.

Research, CRM and Document Management

Enrich your data. Track contacts, emails and shared documents with Outlook and SharePoint integrations.

FEG Case Study header (2)
SITUATION

FEG needed greater visibility into the gender and ethnic diversity of the leadership teams across its portfolio of fund managers.

SOLUTION

Diligend Investor Platform allowed FEG to design and share a custom diversity and equality questionnaire with its manager community. Diligend presented the results via analytics dashboards which highlight gaps or areas of concern. 

IMPACT

FEG onboarded with Diligend, designed and distributed questionnaires and gathered responses from over 400 managers within four weeks. Intelligent dashboards provided actionable insights and full visibility across the portfolio.

Best practice templates from the world's leading investment organizations

CLIENT NEWS

FEG Investment Advisors selected Diligend to gain full visibility into the diversity metrics of its manager portfolio

FEG needed greater visibility into the gender and ethnic diversity of the leadership teams across its portfolio of fund managers. The company selected Diligend for its ability to collect any data point, advanced analytics and custom dashboards.

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RESOURCES

Clarity and comparability of your portfolio's ESG and diversity credentials

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WEBINAR

ESG and diversity data; what does good look like?

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Rich data, deeper insights

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