New Positive Themes Report & expanded human rights insights
Platform
• A new Positive Themes Report is now available to download directly from company pages.
• Introduced a new Human Rights Stewardship metric to broaden human rights risk assessment across all companies
• For Direct Entry Model companies, Additional metrics have been renamed Bespoke metrics.
Reporting accuracy updates & upcoming screener enhancements
Platform
• SFDR report exchange rates updated to reflect the latest year-end reference values.
• Preview video of the new Screener design now available within Screening & Reporting.
• General maintenance and reporting accuracy improvements.
Expanded S2 coverage & methodology alignment
Platform
• IFRS S2 metrics now available across additional subsectors, further broadening platform coverage.
• Regulatory metric methodology aligned with updated exclusion logic.
• Minor refinements to metric explanations for improved clarity.
Enhanced exclusions visibility & regulatory updates
Platform
• Company pages now display clearer visibility on flagged business activities based on selected exclusions.
• Regulatory logic updated to align with the expanded exclusions framework.
• Minor tooltip and wording refinements.
New exclusion added & expanded S2 coverage
Platform
• Added a new exclusion category to strengthen screening capabilities.
• IFRS S2 metrics expanded to additional subsectors.
• Improved clarity in climate-related metrics where rounded values may otherwise appear ambiguous.
• General usability enhancements.
Further S2 rollout & performance improvements
Platform
• IFRS S2 enabled across additional subsectors, expanding climate coverage.
• Performance improvements to company and portfolio management actions.
• Minor wording and backend refinements for improved consistency.
Expanded S2 coverage across new subsectors
Platform
• IFRS S2 metrics rolled out to additional subsectors, broadening sustainability data coverage.
• General maintenance and platform consistency improvements.
New S2 rollout & reporting refinements
Platform
• IFRS S2 enabled for an additional subsector.
• Refinements to SFDR reporting logic for improved regulatory clarity.
• Minor reporting accuracy improvements.
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 data coverage, enhanced screening & improved usability
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.
Expanded screening options, refined scoring & smoother platform performance
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 enhanced with clearer outputs and more consistent calculations.
• Stability and reporting refinements.
Aligned footprint metrics & refreshed Impact Tearsheet
Platform
• Footprint metrics aligned across the platform for greater consistency.
• Impact Tearsheet layout refined for clearer interpretation.
Sharper SFDR & TCFD reports, smoother onboarding
Platform
• Enhancements to SFDR and TCFD reporting outputs for improved clarity.
• Streamlined onboarding communication.
Improved TCFD calculations and reporting confidence
Platform
• Updates to TCFD reporting logic for greater reliability and consistency.
Larger portfolios supported in SFDR reports
Platform
• SFDR reports now support larger portfolios for faster regulatory reporting at scale.
Project deletion, consensus insights, and UI polish
DDP
• Added a Delete Project option for easier workspace management.
Platform
• Consensus scores now show year-on-year changes.
• Improved scoring transparency and usability enhancements.
Clearer year-on-year changes & refined score visuals
Platform
• Improved display of year-on-year performance changes.
• Enhanced chart formatting and peer comparison clarity.
Faster report generation & simplified proxy display
Platform
• Report generation performance improved.
• Proxy company display simplified for clarity.
Tooltips, clearer summaries, and visual refinements
Platform
• Added contextual tooltips and clearer tab separation.
• Refined footprint and warming impact visuals.
Cleaner portfolio view & improved reporting layouts
Platform
• Portfolio layout improvements with clearer compliance details.
• Formatting refinements across reporting views.
Clearer SDG details & improved calculations
Platform
• Improved SDG visibility within Impact metrics.
• Enhanced handling of edge-case financial values.
New Portfolio Overview, Master Portfolio & Fund of Funds
Platform
• Redesigned Portfolio Overview with enhanced exports.
• Master Portfolio feature introduced.
• Fund of Funds capability available as an add-on.
Updated report templates & improved tooltips
Platform
• Updated SFDR and TCFD templates.
• Improved tooltips and score explanations.
Automated report generation launched
Platform
• Automated SFDR and TCFD report generation integrated into Screening & Reporting.
Improved sorting & clearer portfolio context
Platform
• Sorting, tooltips, and contextual data visibility improved.
New status page for platform availability
Website
• Platform Status page launched.
Clearer handling of sustainability-only companies
Platform
• Improved display and flagging of sustainability-only companies.
Financed emissions clarified & updated rules
Platform
• Clarified financed emissions metrics and refined scoring logic.
Fixes for proxy scoring & scaled climate metrics
Platform
• Improved proxy score display and climate metric scaling.
New financed emissions data & PAI scoring updates
Platform
• Expanded financed emissions data and regulatory scoring refinements.
Global benchmarking for impact metrics
Platform
• Impact metrics benchmarked against the full universe.
New DDP carousel view & expanded coverage
DDP
• Carousel View and AI confidence indicators introduced.
Platform
• Expanded sector coverage and upload refinements.
Updated sustainable investment rules
Platform
• Sustainable investment logic refined for clearer regulatory alignment.
Total Footprint row & easier portfolio editing
Platform
• Added Total Footprint view and improved portfolio editing.
DDP
• Modernised login experience.
Expanded subsector coverage & improved Screener
Platform
• Broader S2 rollout and enhanced screening flexibility.
More robust proxy data & expanded API access
Platform
• Improved proxy calculations and expanded API coverage.
Fairer performance scoring & governance insights
Platform
• Performance scoring refinements and expanded governance API access.
New data points, portfolio renaming, S2 metrics
Platform
• Added financial data points and expanded S2 visibility.
Scaled performance values & API enhancements
Platform
• Introduced revenue-scaled performance values and API improvements.
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