What are the KEY ESG dashboards?
Dashboards in the KEY ESG platform let you analyse trends in your portfolio's ESG data. You can select from the left-hand menu the metrics you'd like to drill into, and filter by portfolio company from the right-hand switcher.
How to use KEY ESG's dashboards
Follow these simple steps to slice and dice your portfolio data, and gain important insights across your fund:
Select 'Dashboards' from the left-hand menu.
Select the metric you would like to analyse, grouped into Environment, Social, Governance and General.
Use the right-hand switcher to filter by a specific portfolio company, or view aggregated performance across your whole fund.
Use the charts to drill down into your data, compare portfolio companies against each other, analyse trends over time, and identify which companies may need extra support to hit their ESG goals.
This view is especially useful for portfolio monitoring and for spotting companies that are lagging on data completion or performance ahead of investor reporting deadlines.
If you have any suggestions to improve the KEY ESG dashboards or any questions, please direct them to the in-app chat function, or by contacting support@keyesg.com.