Effortlessly centralize your ESG data and reports
Using one platform, access all your sustainability data, across your organization and supply chain. Save time and resources. And ensure data reliability through optimized workflows and data collection tools.
Monitor your ESG performance and risks
Incorporate sustainability into your company-wide operations and communications with real-time accurate insights. Automate and securely share your performance with granular roles and permissions.
Seamless ESG reports and communications
Select a framework or use your own template to create your custom report. Take stakeholder surveys, engagement and communications to the next level with an online interactive dashboard.
SFDR Reporter
A complete solution. Prepare your PAI statement, pre-contractual and periodic disclosures.
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ESG Report Builder
Flexible report building using SASB, GRI, TCFD, SFDR, WEF, UN SDGs for multiple users and multiple companies
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Portfolio Manager
Multi-company Portfolio Reporting, policy, engagement and stewardship
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Materiality Assessment
Engage with your stakeholders and create your double materiality matrix assessment (CSRD)
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Peer Comparison
Pick your Topics from the top industry leaders and compare your ESG reporting disclosures
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EU Taxonomy Reporter
Complete your EU Taxonomy disclosures with guidance as you need it
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Carbon Reporter
Carbon emission reporting for Scope 1, 2 and 3 with full value chain and stakeholder surveys
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Supply Chain
Understand your supply chain risk and calculate your emissions for all Scopes, 1, 2 and Scope 3
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Diversity, Equity & Inclusion (DEI)
Understand your demographics using a Survey Manager for your board and employees
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ESG Playbook Certified
Leverage investor grade data on a SOC 2 certified secure and seamless, scalable platform
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Secure, seamless, scalable ESG reporting and data management
Centralized data platform allowing customized selection of the major ESG reporting frameworks and disclosures
Data validation and auditing to ensure accuracy, consistency and reliability
Built-in collaboration using a private data portal for clients and industry participants
End-to-end document collation and production across your global teams with granular permissions
Flexible data imports so you can integrate your data seamlessly
Intuitive reporting with guidance on every topic including a library of template worksheets
Carbon reporting Scope 1, 2 and 3
with full value chain and surveys
The Carbon Reporter tracks, assesses and measures your carbon footprint using the GHG protocol. Net Zero tools are also incorporated.
Features include:
- Scope 1, 2 and 3 (these are all mandatory GHG reporting scopes)
- ISO 14064 Compliant
- CDP industry benchmarking
- LCA for Real Estate
- Survey Manager to simplify and streamline data collection
- Net Zero Reporting
- Global unit conversions to increase accuracy of data
- Ability to estimate your carbon footprint on facilities where no data is available
- Anomalies and alerts to track inaccurate data inputs
- Audit-ready, verifiable and traceable
- Ability to import your data via API
Use granular SFDR and EU Taxonomy aligned data directly from the companies in your portfolio
The SFDR applies to financial institutions (banks, insurers, asset managers and investment firms) operating within the EU. Non-EU entities will be affected indirectly through EU subsidiaries, provision of services in the EU and market pressure.
Features include:
- Automatically execute SFDR/EU Taxonomy screening of portfolios
- Generate regulatory disclosure reports on a fund and entity level
- Ability to incorporate data on multiple vendors with benchmarking on a KPI level
- Track accurate versus estimate data for your KPIs
- Create your Pre-contractual and Periodic Statements with guidance for every step
- Manage the sustainability impact of your investments with guidance, compliance and project management tools
- Automatically retrieve and disseminate your PAI reports
- Featuring a survey manager to collect data for private companies with the data rolling up to the fund level to produce your PAI report
- Verification tools available for assurance/auditing of PAI report
- Analysis dashboards for both sector filtering and Article 8 & 9 funds
ESG Playbook walks you through the EU Taxonomy process by simplifying each step with guidance to keep you on track
The Taxonomy is a classification system for organizations to identify which of their economic activities, or the economic activities they invest in, can be deemed ‘environmentally sustainable’.
Features include:
- Mapping of Nace activities to EU Taxonomy sectors
- Mapping of Nace level 2-4 activities with guidance every step of the way
- Map your activities to entity levels
- Facility and entity manager to track data in detail
- Import your financial data to align with Do No Significant Harm (DNSH), Minimum Safeguards and Substantial contribution
- Project management and verification tools built into the module
- Request data from non-users on the platform
- Streamline data aggregation with a processes to save you time
Assess your double materiality in line with the CSRD requirements
Materiality Assessment (also known as a Matrix) is a key requirement for the GRI protocol, WEF reporting frameworks and the CSRD Regulation.
A materiality matrix is a stakeholder engagement tool which helps you to understand what your stakeholders consider material regarding your company’s ESG risk and opportunities.
Features include:
- Perform double materiality assessments compliant with CSRD regulations
- Improve risk management, annual report and board oversight by incorporating material issues from 3,000+ ESG risk factors
- Industry specific guidance is available to help you each step of the way
- Ability to customize your own topics
- Analyze your materiality assessment by stakeholder groups
- Track your progress with the survey manager
- Import and track your contacts using the Stakeholder Manager tool
The DEI solution signals to the public, industry peers, investors and hiring managers that you take DEI seriously
The DEI module highlights your commitment to diversity, equity and inclusion and have taken the necessary steps to ensure real, lasting change.
Features include:
- Create your own dashboard
- Customizable questions for demographics and sentiment criteria
- Peer comparison and score card on an industry level
- Quickly tabulate your DEI data with surveys
- Trend analysis for year-over-year changes
- Survey manager for board members and employees
- Ability to understand the risk in your employee base with sentiment questions
- Compare your results with Industry benchmarking
- Shift mindsets, behaviors, and practices so everyone in your organization attains their full potential
Create a gap analysis and peer comparison on topics you pick from industry leaders
A strategically important first step is a compilation of your peers ESG reports to establish what topics they are reporting on and how they are reporting.
ESG Playbook has aggregated thousands of reports so you can select the optimal material topics for your industry.
Features include:
- Create your own peer comparison and pick topics from industry leaders
- Compare and benchmark data on the top 2,000+ Public companies
- Perform a GAP analysis on your topics compared to your industry leaders
- Create your unique competitive advantage by selecting one of the SASB 77 industries that best fits your ESG strategy.
Leverage Supply Chain reporting management tools tailor-made for your industry and role
The Supply Chain Portal is a sustainable supply chain software solution providing your business with transparency and compliance across your entire supplier network.
Features include:
- Supplier portal with chat for communication and questions
- Align supplier management practices with sustainability goals
- Customize and weight your risk assessment with GRI, CDP, SASB & WEF topics
- Automatic rating with customized questionnaires
- Modern Slavery due diligence for European and US regulations
- Consolidate supplier engagement into one platform
- Identify and manage supply chain risk
- Calculate Scope 3 GHG emissions
- Run a robust supplier due diligence process using key sustainability and wider business metrics
- Measure and improve supplier performance in areas important to your business
- Compliance analysis on purchases with tier 1, 2 and 3 suppliers
- Audit capabilities with task assignments
- Global mapping of suppliers, products, facilities and country risk
The ESG Reporter is a flexible and customizable and scalable reporting module
The ESG Report Builder reporting across all the major frameworks, including SASB, TCFD, SCM, GRI UN SDGs & WEF
Features include:
- Industry specific guidance
- Customize your own ESG report with all major frameworks
- Guidance on every topic and every framework
- Project management to track tasks
- Request data from non-users
- Audit ready and verifiable
- Reference our database of 2,000+ public companies ESG reports
Increase your portfolio’s ESG risk and performance
The ESG Playbook Portfolio Manager provides tools tailor-made for the purpose of ESG data collection, risk analysis and reporting both at the portfolio company and fund level.
Features include:
- EU Taxonomy, SFDR including PAI reports to comply with regulations effective January 1, 2023
- Ability to support companies at all levels of ESG maturity
- Roll up data from individual companies into a fund view
- Fund Risk Assessment Dashboard with red flag report
- Governance Dashboard allowing your investment teams to comply with ESG integration
- Portfolio portal to invite companies into to self report and compile their own ESG reporting including carbon report
- Stewardship tools to comply with UN PRI requirements
- ESG Industry Risk Management Due Diligence
- Report across all the major frameworks SASB, TCFD, SCM, GRI, UN SDGs and WEF
SOC II Certification
Your data is safe with SOC 2 Certification
We know that data and Information systems security are a pivotal focus of our regulatory industry. To give you peace of mind, ESG Playbook received SOC 2 certification, which ensures that users have a fully secure experience while using our software solutions.
