Portfolio Monitoring/Reporting Solutions - Waystone

      Portfolio Monitoring/Reporting Solutions

      ESG Portfolio Monitoring Service will allow you to assess the characteristics of a fund’s holdings along ESG criteria. Our solution comprises both public and private assets and is highly configurable, allowing for it to be tailor-made to the investment strategy.

      Waystone Compliance Solutions ESG Portfolio Monitoring Service will allow you to assess the characteristics of a fund’s holdings along ESG criteria. Our solution comprises both public and private assets and is highly configurable, allowing for it to be tailor-made to the investment strategy.

      Leveraging our proprietary data management technology, the data of each fund is collected from any source, enriched with ESG analytics and presented to provide you with quick, transparent and flexible insights.

      Our Portfolio Monitoring/Report Solutions include the following services:

      • Highly configurable reporting for liquid assets.
      • Assist PE/VC companies in creating DDQs for their portfolio companies, including ongoing monitoring.
      • Assist Fund of Fund managers in creating DDQs for their investee funds, including ongoing monitoring.
      • European ESG Template (EET) Services
      • Annex IV & V compilation
      • Guidance on UNPRI reporting
      • Bespoke investor reporting solutions
      • Side letter ESG provisions monitoring
      • Assisting with drafting of sustainability/transparency reports
      • UK Stewardship Code reporting
      • Net-zero Asset Managers (“NZAM”) reporting

      If you would like to find out more about how Waystone can help you with our ESG solutions, please reach out to your usual Waystone representative or contact us below.

      ESG SOLUTIONS

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