Expanded S2 coverage & ongoing platform improvements
Platform
• 🌍 Broader IFRS S2 data coverage added across multiple new subsectors.
• 📊 Continued enhancements to data visibility and consistency.
• 🛠️ General maintenance and platform stability improvements.
Expanded S2 coverage, improved screening & user experience
Platform
• 🌍 Broader S2 data coverage added across multiple new subsectors.
• 🔎 Screening capabilities expanded to include additional activity types.
• 📊 Performance value formatting refined for greater clarity.
• 🔐 Login improved for smoother user experience.
• 📰 Ongoing enhancements to the sentiment feature.
• 💼 Backend updates to improve data mapping.
• 🛠️ General maintenance and Platform stability improvements.
Improved reporting, faster navigation & smoother experience
Due Diligence Portal
• ⏳ Improved responsiveness and user feedback when managing projects.
Platform
• 📊 Screening and reporting tools now include additional datasets for broader analysis.
• 🌍 Updates to auto-reporting and impact views for clearer comparisons and improved calculation accuracy.
• 🔎 Portfolio and fund views enhanced with clearer grades, better data alignment and improved coverage logic.
• ⚡ Faster loading times and smoother navigation across key pages.
• 🛠️ General improvements to data handling, scoring, and platform security.
SFDR report improvements & more consistent calculations
Platform
• 📑 SFDR report generation has been enhanced with clearer outputs and new reference columns, making reports easier to interpret.
• 🛠️ Behind the scenes improvements deliver more consistent and reliable calculations.
Aligned footprint metrics & refreshed Impact Tearsheet
Platform
• Footprint metrics are now aligned across the platform for a consistent experience.
• 🔍 The Impact Tearsheet layout has been refreshed, making grades and visuals easier to follow.
Sharper SFDR & TCFD reports, smoother onboarding
Platform
• SFDR and TCFD reports upgraded with sharper calculations and clearer portfolio breakdowns.
• 📑 Reports are now easier to navigate for compliance and presentations.
• ✉️ Invite emails have been simplified for smoother onboarding.
Improved TCFD calculations and reporting confidence
Platform
• TCFD reports now use improved weighting and proxy handling, giving clients greater confidence in climate-related reporting.
Larger portfolios supported in SFDR reports
Platform
• SFDR reports now support much larger portfolios, helping clients generate regulatory disclosures faster and at scale.
Project deletion, consensus insights, and UI polish
DDP
• 🗑️ Added a simple “Delete Project” button for easier workspace management.
Platform
• 📊 Consensus scores now display year-on-year changes with visual arrows.
• 🔍 Explanations of scoring logic add more transparency.
• ✨ Multiple formatting and usability improvements for a smoother overall experience.
Clearer year-on-year changes & refined score visuals
Platform
• Year-on-year performance changes are now displayed more clearly for easier tracking.
• 📈 Charts and comparisons have been refined for better peer insights.
• 🛠️ Small fixes to metric displays and formatting polish the experience.
Faster report generation & simpler proxy display
Platform
• 🚀 Report generation is now significantly faster.
• Proxy company information has been simplified for a cleaner view.
Tooltips, clearer summaries, and visual refinements
Platform
• Tooltips added throughout SFDR compatibility views for easier interpretation.
• 📑 Summaries are now separated into dedicated tabs, improving navigation.
• Footprint and warming impact visuals refined for more accurate results.
Cleaner portfolio view & improved reporting layouts
Platform
• Portfolio view updated with sortable columns and clearer compliance details.
• ✨ Formatting improvements across Impact Tearsheet, regulatory tabs, and carousels for better storytelling of results.
Clearer SDG details & improved calculations
Platform
• SDG details now display more clearly within Impact metrics.
• 📊 Improved handling of companies with very low or negative enterprise values for fairer comparisons.
New Portfolio Overview, Master Portfolio & Fund of Funds
Platform
• 🆕 A brand new Portfolio Overview design with five reorganised tabs and carousel-style grades.
• 📑 Export options: generate PDF “Tearsheet” summaries or download data as CSVs.
• 🧩 Master Portfolio feature: merge multiple portfolios into one view.
• 💼 Fund of Funds analysis now available (as an add-on), enabling deeper ESG insights for ETFs and mutual funds.
Updated report templates & improved tooltips
Platform
• Updated SFDR + TCFD report templates with clearer summaries and recalibrated weights.
• ✨ Tooltips and explanations improved for easier understanding.
• Heatstrips and titles aligned for a more consistent user experience.
Automated report generation launched
Platform
• 📑 Automated Report Generation now integrated directly into Screening & Reporting.
• Clients can instantly generate SFDR or TCFD reports with a simple toggle.
• Proxy vs. disclosed data is now clearly highlighted, streamlining compliance workflows.
Improved sorting & clearer portfolio context
Platform
• Sorting, tooltips, and year references improved for easier navigation.
• DEM company views now display the year of each datapoint for added clarity.
New status page for platform availability
Website
• 🖥️ A new Dashboard Status page is now live — accessible via the site footer — to keep clients updated on platform availability.
Clearer handling of sustainability-only companies
Platform
• Sustainability-only companies now display with clearer governance and investment flags.
• This helps reduce confusion when interpreting companies with limited disclosure.
Financed emissions clarified & updated rules
Platform
• Financed emissions metric now includes a clearer description for easier interpretation.
• Small updates to ICM rules may slightly adjust some company scores for more accuracy.
Fixes for proxy scoring & scaled climate metrics
Platform
• Fixed issues with proxy company scores not displaying correctly.
• 🌍 Climate performance metrics now use scaled values, making comparisons fairer.
New financed emissions data & PAI scoring updates
Platform
• Financed emissions data is now available where relevant.
• PAI scoring methodology improved for better accuracy.
• S2 metrics expanded across several new sectors.
Global benchmarking for impact metrics
Platform
• Impact scores are now benchmarked against all companies globally, creating a clearer and more meaningful comparison.
• Additional refinements improve how impact grades are displayed.
New DDP carousel view & expanded coverage
DDP
• 🖼️ New Carousel View for excerpts — grouped into categories like targets, KPIs, policies, and risks.
• 📊 Added Model Confidence Tooltips showing AI confidence in each excerpt.
Platform
• Expanded coverage to all Financial subsectors.
• Improvements to portfolio uploads and proxy company displays.
Updated sustainable investment rules
Platform
• Sustainable investment rules updated for clearer Article 9 alignment.
Total Footprint row & easier portfolio editing
Platform
• A new “Total Footprint” row has been added to portfolio views, showing the potential footprint if all holdings disclosed.
• ✨ Improved portfolio editing and layout for a smoother experience.
DDP
• 🚀 Modernised login experience for simpler access.
Expanded subsector coverage & improved Screener
Platform
• Expanded S2 metrics to additional subsectors for broader ESG coverage.
• Screener improved with better Scope 3 emissions handling and more flexible querying.
More robust proxy data & expanded API access
Platform
• Proxy performance values are now calculated more robustly, reducing the influence of outliers and improving accuracy in smaller peer groups.
• Clients now have expanded access to proxy data through the API — providing better coverage for companies with missing or lighter disclosures.
• Overall, these changes mean more reliable and consistent results in Screening & Reporting.
Fairer performance scoring & governance insights
Platform
• Performance scoring has been improved: all companies with the same performance value are now treated fairly and grouped consistently.
• This update slightly increases scores for some metrics, improving fairness in cases where many companies share similar values.
• Chair Independence is now available through the API, making governance analysis easier to integrate.
New data points, portfolio renaming, S2 metrics
Platform
• New financial data: EBIT and Scope 3 emissions are now available in Screening & Reporting.
• Portfolios can now be renamed directly within the platform for easier management.
• 📊 IFRS S2 metrics are now visible for Coal Operations (this will continue to expand across sectors).
Scaled performance values & API enhancements
Platform
• New functionality: underlying performance values scaled against company revenue are now available in Screening & Reporting.
• 📑 A new API endpoint has been added to allow retrieval of all years of scores, making integrations more flexible.
• 🛠️ Bug fixes include improvements to profile access — ensuring that restricted users can still see public company data where appropriate.
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