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Responsible investing is top of mind. Building out programs, standardizing and analyzing data, and even knowing where to start can be manual and daunting. With Dynamo, firms with fledging ESG and Impact portfolios can see core metrics and practices, while more established programs can manage custom questions and create detailed analysis.

Key Features

1. Company Portal

  • Share active and previous surveys, policy checklists and other documents with portfolio companies.

2. Workflow Automation

  • Send automated reminders & track data through multiple levels of approval.

3. PMV Integration

  • Upload ESP KPIs as part of your financial statement collection.

4. ESG Question Bank

  • Select questions from established frameworks including: SFDR PAIs, IRIS, GRESB, Data Convergence Project.

5. Analyze Company & Fund Data

  • PowerBI and chart-building plug-ins, Cross-portfolio formulas, benchmarking, and data integration.

6. Excel add-in

  • Organize from 3rd-party exports.

7. Data Integrations

  • Integrate with dynamo CRM and 3rd-party benchmark providers through our RESTful API and Data Integration Framework.

8. Data & Document Repository

  • Consolidate survey responses and key metrics in a secure, searchable, cloud-based database.

Key Benefits

  • The ESG & Impact module works with existing frameworks and taxonomies, letting you cross-map and tag data points and retain data integrity as question framing changes over time.
  • Dynamo’s secure, searchable database and configurable question band ease the collection and storage of due diligence and annual survey outputs.
  • Our interactive dashboards facilitate tracking the success of Impact & ESG Initiatives. Whether you have a developed ESG or Impact program, or are just getting started with responsible investing, Dynamo has the tools you need to gather data, monitor KPIs, create action plans, and track your success.

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