Monday May 19 2025

• Automated Report Generation:

Automated report generation has been integrated into the Screening & Reporting page behind the "Select templated report" toggle button (marked by the blue pulsing tooltip).

The toggle button takes the user to a "Templated Reports" page with four options.  

The "Use a bespoke report template" button replaces the original "Select a pre-built reporting file" toggle button.

The "Use saved non-template report" button replaces the Load Report feature in the report builder.

The two buttons on the left allow users to generate regulatory reports on the selected portfolio. Both of these buttons open a modal which allows the user to toggle whether or not they want proxy companies to appear in the reports. 

The button to generate reports will be greyed out if the user has "Screen Entire Coverage Universe" selected or also an empty portfolio selected, with an appropriate red warning message for each case.

If a private profile is selected, private companies will appear in generated reports. 
 

Friday May 2 2025

• Fixed typo in tooltip for proxy companies (from ‘were’ -> ‘where’)
• On the Consensus tab, when you click on ‘view sources’ and open the modal for ‘Employees’ the list of sources now defaults to ‘Sort by number of datapoints’
• When viewing private companies on the dashboard, clients will now be able see the year that the data is taken from 
   

Friday April 25 2025

• New 'Dashboard Status' and 'Release Notes' section added to main company website - accessible via the links under 'INFO' in footer

Monday April 14 2025

• Sustainability-Only Companies

These companies will no longer have an SFDR Article Assignment on the company view on the Platform. The flags for 'Is this a sustainable investment?' and 'Good governance practices' are set to N/A.

Monday March 24 2025

• Fixed description for 'Financed Emissions' metric in Screener
• Change to PAI 13 (Board Diversity) Glass Box for Sustainability-Only Companies - referencing the lack of governance data available for the company
   

Friday March 14 2025

• Fixed bug where overall scores were not showing and PAIs were displaying as duplicated for some proxy companies
• Use scaled value when calculating perofrmance score for the 'Climate Metrics & Targets' metric and show this scaled performance value inside relevant Glass Box
   

Tuesday March 11 2025

• Financed Emissions scaled performance value now available in Glass Box for companies where this metric is material
• Changes to PAI scoring methodology:
  • PAI 8 (Emissions to water) is now mapped to the metric ‘Non-compliance with water standards’ where this metric is material to the company, or ‘Healthy Ecosystems’ if 'Non-compliance with water standards’ is not material. 
    
    This PAI maps to Non-Compliance with water standards with the scoring:
     
    - Awareness Score = 1: Red 
    - Awareness Score = 0: Yellow 
    - Awareness Score >= 2:  Green 
    
    If we do not have metric data for Non-Compliance with water standards, this PAI will fall back to mapping to Healthy Ecosystems, and use the previous scoring mechanism
     
  • PAI 10 and 11: The company now receives a ‘red’ if the overall ‘Impact’ score is too low (below 1.5), whereas previously it was looking at the ‘Impact’ awareness score only. 
• IFRS S2 metrics now available on company pages under 'S2: Sustainability - Climate Issues' for the following sectors:
  • EMS & ODM
  • Internet & Media Services
  • Semiconductor
  • Telecommunication Services 

Monday March 10 2025

• Impact performance scores changed to use global benchmark instead of sector benchmark. Note that this change applies to Impact metrics except 'Basic Needs' which will have no change.