Understanding your ESG performance is crucial, and the KEY ESG platform allows fund managers to view metrics either by individual portfolio companies or by funds, with the option to automatically calculate the fund average. This feature provides a consolidated view of your fund’s performance, making it easier to report ESG metrics to your investors.
Why View Fund Average Statistics?
Viewing fund average statistics is particularly useful when you need to present aggregated ESG data to investors or stakeholders. It provides insights into how your portfolio companies are performing as a whole, helping to identify trends and areas for improvement across your fund.
How to View Fund Averages by Company
To view reports by company and calculate the fund average:
Navigate to the Reports section.
Select the Portfolio tab.
Choose the option to show by Company.
Click on the Fund Average toggle. This will display the fund average for your selected metrics in the first column, along with the summary values for each individual portfolio company.
This view allows you to compare the fund's average performance with each company's performance, giving a comprehensive perspective on your portfolio.
Viewing Metrics by Fund
If you wish to see metrics summarised by fund without the individual portfolio companies, you can:
Go to Reports > Portfolio.
Select the option to show by Fund.
This mode shows you the total values per fund rather than the average, offering an overview of your fund's collective performance.
Exporting Your Reports
You can export these reports in both modes (by fund average or by fund totals) by navigating to:
Reports > Export > Export as Excel.
This function ensures you have the necessary data to share with stakeholders or conduct further analysis.
Need Assistance?
If you have any questions or need guidance on viewing or exporting your fund metrics, our team is here to help! Feel free to reach out via in-platform chat or email us at support@keyesg.com.