Fund Manager Platform
Help articles for KEY ESGs Fund Manager Platform
By Sophie1 author29 articles
- Versioned Custom FrameworksHow fund managers can maintain year-specific versions of custom frameworks and roll cloned versions out across their portfolio.
- Getting started with targets and action plans at KEY ESGHow fund managers can set self-assessment targets and action plans, and monitor portfolio company targets across their fund.
- Getting started with dashboardsHow fund managers can use KEY ESG's dashboards to analyse ESG data across their portfolio and draw key insights.
- Creating Effective ESG Action Plans: A Practical ApproachA practical guide for fund managers to create effective ESG action plans for their self-assessment, and to drive action planning across their portfolio companies.
- Creating an ESG policy in the KEY ESG platformHow fund managers can create and formalise a fund-level ESG or responsible investment policy in the KEY ESG platform.
- Navigating the Carbon Insights Functionality on the KEY ESG PlatformHow fund managers can explore GHG emissions data across their portfolio companies using the Carbon Insights feature.
- Data Review and Sign-OffHow fund managers can configure review workflows for their own self-assessment, and oversee portfolio company sign-off status.
- Using KEY ESG's Reports for Fund Managers
- Opting out of a metric and not achieving the green tick? Read on to obtain 100% completionHow fund managers can resolve a grey (incomplete) checkmark after opting out of a data point, and bulk opt-out across a portfolio.
- Creating Custom Metrics
- Creating Custom metrics, Adding them to a Framework, Assigning them to a Data Gatherer
- Custom Calculated Metrics
- Custom Metric Versioning
- Conditional Custom Metrics
- Getting Started: Basic Platform Navigation for Fund Managers
- How to select versioned custom metrics in your data request
- How to Set up your Data Request: for Fund Managers
- How to View and Export your Reports in the KEY ESG platform - for Fund Managers
- Benchmarking your ESG performance with KEY ESG for Fund ManagersKEY ESG's benchmarking shows how your portfolio's ESG and carbon performance compares to peers, prepared with your CSM.
- How to disable users in the KEY ESG platform
- Ask KEY: Get portfolio-wide answers in seconds, not spreadsheets
- Portfolio Overview for Fund Managers
- KEY ESG Sandbox environment for fund managers
- How Fund Managers Can Invite Users to Portfolio Companies
- Understanding Carbon Intensity Metrics for Your Fund: A Guide for Fund Managers
- How to Add a New Company in the Fund Manager Portal
- Adding Users and Enforcing MFA for Fund Managers
- Viewing Reports by Fund or Company: How to Automatically Calculate Fund Averages
- Data Validation: Using Historical Comparisons to Improve Your ESG Data Quality (For Fund Managers)