Investor ESG Smart System

Return to Investment Fundamentals

Envisioning a Sustainable Future

ESG Management across the Entire Investment Lifecycle
Building ESG disclosure strategies, Shaping sustainability narratives, Crafting responsible investment brands, Capturing ESG premiums
Capital Exit
Tracking ESG investment policies, Analysing ESG dynamics, Responding to ESG inquiries, Providing ESG fundraising tools
Fundraising
Post-investment
Establishing ESG workflows, Monitoring ESG performance anomalies, Managing portfolio carbon emissions, Empowering investment with ESG value
Investment
ESG due diligence, Customized ESG data collection tools, Portfolio ESG database, ESG investment research assistance/assistant, Benchmarking ESG performance, ESG investment decisions assistance/assistant
Penetrating ESG Data Barriers in Investment
Primary Market
Secondary Market
Limited Partners
Set ESG requirements and provide capital
Commit to implementing ESG strategies and report regularly
General Partners
Require ESG management practices
Provide ESG operational data
Portfolio Companies
- Investor ESG Smart Management System
Asset Owners
Set ESG investment mandates
Report on ESG integration
Fund Managers
Integrate ESG into investment decisions
Disclose ESG performance to the market
Public Companies
ESG Management Framework Across Investment Lifecycle
01

Negative Screening

Exclude specific industries

02

Positive Screening

Select ESG excellent companies

03

Norms-based Screening

Screen based on international conventions

04

Sustainability Themed Investing

Invest in specific themes

05

Impact Investing

Balance sustainability and returns

06

ESG Integration

Incorporate ESG factors into financial analysis

07

Active Ownership

Actively influence companies

Initial Screening
ESG Risk Screening Tools
Questionnaire Distribution
Submission Tracking
Questionnaire Analysis
Review Response
Due Diligence
ESG Due Diligence Tools
Custom Indicators
Project Management
High Risk Flagging
Submission Tracking
Investment Decision
Value-add Potential Analysis
Industry Comparison & Best Practices
Portfolio Impact Analysis
Multi-dimensional Synergy Analysis
Decision Support Report
Investment Agreement
Smart ESG Clause Design
Monitoring & Default Handling
Collaborative Agreement Signing
Investment Management
KPI and Target Management
Action Plan & Task Management
Portfolio ESG Dashboard
Dynamic External Risk Monitoring
Customized Report Generation
Exit Management
ESG Marketing Material Generation
Long-term Strategic Impact Assessment
Portfolio Dynamic Analysis
Note: The seven responsible investment methods above are from the Global Sustainable Investment Alliance (GSIA)

Compliant with Mainstream Accounting and Disclosure Standards

Sustainable Finance Disclosure Regulation (SFDR)
Principles for Responsible Investment (PRI)
Science Based Targets (SBT)
United Nations Global Compact (UNGC)
United Nations Sustainable Development Goals (SDGs)
Partnership for Carbon Accounting Financials (PCAF)

Five Key Product Features

Data-Driven

Built-in powerful analytics engine and forward-looking models transform ESG data into risk-control standards and quantitative evidence, empowering efficient decision-making.

Data-Driven
Seamless Interoperability

Connects the data chain from GP to portfolio companies, streamlines data workflows, and enables end-to-end data penetration and sharing across the investment value chain.

Seamless Interoperability
Panoramic Benchmarking

Provides a panoramic view of portfolio companies’ ESG performance, benchmarking multi-dimensionally against industry best practices and peer competitors.

Panoramic Benchmarking
Value Quantification

Visualizes the deep correlation between ESG and financial performance, revealing the hidden value of 'sustainable development'.

Value Quantification
Performance Enhancement

Trend data and cycle analysis help GPs set and track ESG targets, respond to LP requirements, and control risks and opportunities.

Performance Enhancement
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